Insurance

The insurance market is vast and ever-growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same cookie-cutter protection solution.

Our financial advisors can help with:

Long-Term Care Insurance

Most health insurance plans don’t cover extended care services, and Medicare covers only short stays in nursing homes or limited at-home care under strict conditions. For these reasons, many people seek long-term care insurance.

Disability Insurance

Disability insurance can serve as the cornerstone of individual and business income and expense protection, replacing part of your income that you would lose should you be unable to work due to an illness or injury.

Business Planning and Key-Person Insurance

Business planning and key-person insurance helps you and your business determine planned solutions. Know what to do if key people in your business have an accident and/or what will happen to the business when the owner retires.

Or check out some of our self-serve insurance options:

Life Insurance

Depending on the coverage, certain life insurance policies can provide a family financial independence, a retirement income stream, and/or cash value you can use when you need it. To learn more about term or whole life insurance, please see our life insurance section.

This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This website is intended to assist in educating you about insurance generally and not to provide personal service. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.