Insurance Services

Insurance Services

Insurance is one of the most important decision you can make for your well-being and the well-being of your family if something were to happen to you.

One of the things we are convinced is that protection is particularly important, and the right protection is of vital importance. Many times, the only vehicle to adequately protect our clients' assets and loved ones is insurance; but not only that, the right insurance for the specific need.

As part of our Wealth Management Process, we will review your current insurance coverage and insurance needs.  If we determined you have adequate protection, we will let you know, since it is important to know if you have too much insurance, or not enough, and what you can do about it.

We have access to most major carries, and we offer 5 types of insurance, BUT it is essential to use the right insurance for the right need and right function:

  • Term Life Insurance
  • Whole Life Insurance
  • Variable Universal Life Insurance (VUL)
  • Indexed Universal Life Insurance (IUL)
  • Long Term Care Insurance, but we prefer hybrid-LTC insurance