Do you have the insurance coverage you need? Our services can include an evaluation of risk exposures, health insurance and healthcare, disability insurance, long-term care insurance, annuity internal investment allocation optimization, life insurance analysis, and insurance needs.
Some of the questions that may come up during our insurance planning conversations include:
- Is your current coverage enough for your needs, too low, or too high?
- Do you have enough life insurance, or do you have too much?
- Are you set for Medicare, or if you’re already on it, do any modifications need to be made?
- How is long-term care insurance different than health insurance?
- How can your existing annuities or insurance be altered to better achieve your financial goals?
Your answers will be unique — and so will the way we assist you with appropriate insurance planning.
