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Insurance Planning

Insurance is an important part of a complete financial strategy, especially for those who have built and acquired significant wealth. Without the right type of insurance to protect your assets, you could be leaving yourself vulnerable to unnecessary risk.

Whether you are a business owner or executive, it’s critical to thoroughly ensure that you and your family have a strategy to protect your assets and avoid potential financial losses. We have access to a wide array of fixed insurance products and we help you to determine what type of coverage is appropriate for your circumstances.


LIFE INSURANCE

Term Life
Whole Life
Universal Life
Indexed Universal Life
Survivorship Life
Buy Sell Life Insurance

BUSINESS INSURANCE

Split Dollar Insurance
Deferred Compensation Plans
Executive Bonus
Section 162
Key Man
Buy Sell Life Insurance

DISABILITY INSURANCE

Individual Disability Insurance
Key Man Disability Insurance
Overhead Expense Insurance
Non-Cancellable and Guaranteed Renewable
Own Occupation Riders
Other Optional Benefit Riders

LONG TERM CARE INSURANCE

Stand alone LTC Contracts
Annuity with LTC Rider
Life Insurance with LTC Rider
LTC with Inflation Riders
LTC with Shared Car Rider