Insurance & Risk Planning

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We’ll help you answer the following questions:

  • Do you need insurance (life, disability, critical illness, long-term care)? If so, how much and what kind of insurance?
  • Who should own the insurance (you, your company, your spouse or children)?

Some people that have insurance, don’t need it. Some people that don’t have it, need it. And, there are those that need it, but can’t get it. We can help you determine what is best for you. Our advice is not based on potential product sales, but rather on what is best for you in your personal situation.

Next Steps:

We follow our general process, which is designed to help you determine what’s best for you. This process generally takes 2 – 3 hours.