- Disability Insurance*
- Life Insurance
- Long Term Care
- Funeral Insurance
PREPARING FOR THE UNEXPECTED
Unfortunately, we cannot anticipate every turn life's journey might take. While no one likes to think about the possibility of long-term illness, disability, or death, preparing for these possibilities is a vital part of achieving long-term financial security.
In addition to managing your investments and helping you preserve wealth, we can also help you evaluate your essential insurance needs in the areas of life, disability, long-term care, and business protection. We can discuss contingency plans and targeted savings strategies to help ensure that you and your loved ones are cared for and your legacy is protected.
As part of this process, we help you:
- Assess the appropriate level of insurance you may require at various times in your life, highlighting any gaps that should be addressed.
- Determine the optimal time to start thinking about long-term care insurance, which is designed to help cover the costs of nursing homes or skilled nursing care.
- Demonstrate the affordability of various options, as well as the role that insurance may play in helping you accumulate and preserve wealth.
*These services are not offered through INVEST