Insurance Services

Insurance Services

Costs Vary

After our team creates your personalized financial plan, you have the option to useour insurance services. After an insurance needs analysis, we can offer ways to custom fit your insurance needs with your financial plan. Our proposals will be made with your best interest in mind and align with your overall goals.

Costs vary by product and company, and products offered may include:

  • Structured annuities
  • Long term care insurance
  • Disability insurance
  • Life Insurance

Services Include:

  • Policy reviews with a licensed insurance advisor
  • Detailed policy recommendations for life insurance, disability insurance, and long-term care insurance—including policy designs that matches your financial planning and protection goals
  • Servicing requests including updating of beneficiaries, changes to payment methods, and adjustments to existing coverage