INSURANCE STRATEGIES

The right use of a well-designed insurance strategy can help create and protect wealth for both family and business.

We have extensive experience in assessing insurance needs within the overall financial picture, and the insurance options that would best fit your situation. We develop strategies not only for fundamental reasons, but also for sophisticated asset allocation considerations. We will utilize a comprehensive review process that will help analyze your current insurance strategy as well as assess any adjustment and changes that would help optimize your options.

 

Our risk management toolbox includes options from permanent life insurance, term life insurance and whole life insurance, to disability income insurance, business insurance and group insurance options.

 

The right use of a well-designed insurance strategy can help create and protect wealth for both family and business.

Many people think illness or disability won’t happen to them because they are healthy. The fact is, over 50 million Americans live with disabilities. While Social Security Disability benefits can supplement the possibly exponential costs of a disability, it is not necessarily a solution one should rely on. In addition, cardiovascular disorders, cancer or mental in-capacities lead to long-term disabilities, and when you are presented with a long term care situation, providing the funds to support a chronic disability can be financially debilitating.

JOIN US FOR THE UPCOMING LIVE MARKET UPDATE

Featuring Special Guest Ned Davis Research

NDR will provide a short, yet valuable year-end wrap up including their view of the current economy and what current data can tell us about the markets going forward. They will also address hot-topic headlines and answer questions live via chat.