Insurance Planning
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.
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