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Insurance

Insurance

With over 20 reputable insurers, we’ll find the right policy for you at the price that fits your budget. Proper insurance planning is an essential component in a personalized financial plan.

Life Insurance

One of the most important ways to help protect your family upon your death. Life insurance can be used to provide financial security those you name as beneficiary, pay any debts and final expenses, or leave a legacy for future generations. Life insurance provides a tax-free benefit to your beneficiaries upon death. Perhaps your objective is protecting your business by having life insurance on all partner(s) or key employee(s).

Disability Insurance

Disability insurance is designed to replace a portion of your income if you become disabled and are unable to earn an income. Disability can result from a number of causes, including an injury, a serious illness or a mental health issue. Protecting your savings, credit score and/or lifestyle is essential to your long term financial and mental health.

Critical Illness Insurance

Critical illness insurance is an insurance product in which the insurer is contracted to typically make a lump sum cash payment if the policyholder is diagnosed with one of the specific illnesses on a predetermined list as part of an insurance policy.

Health Insurance

Health insurance is personal insurance coverage that protects your savings from the many healthcare costs not covered by government plans. Self-employed or employees with minimal work health insurance, may find a benefit to holding their own health insurance policy. Additional coverages such as prescription medication, therapy and/or dental can be beneficial to supplementing government health insurance plan.

Business Overhead Expense

Business overhead expense disability insurance, pays the insured's business overhead expenses if he or she becomes disabled. A business overhead expense policy pays a monthly benefit based on actual expenses. This insurance helps keep your business viable until your return.

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I look forward to helping you and your family achieve your goals with an independent perspective free of sales targets and proprietary products.