Insurance is essential to any comprehensive plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. As part of our planning process it may be revealed that you could benefit from additional insurance.
Insurance markets are ever-changing as carriers react to recent trends in their profitability and the competitive landscape to adjust their prices and the benefits they offer (or don’t offer). We can help you determine if you need additional insurance, how much you need (if you need any at all), the most appropriate type of insurance, and which carriers are offering the most attractive policies. As always, we will help you understand the tradeoffs between and the pros and cons of each alternative.
Disclosure: We do not sell insurance or accept any compensation from any insurance company or agent. When recommending insurance, our only consideration is what is in your best interest.