1801 South Meyers Road
Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events.
There are many types of insurance and buying it the right way can be challenging. The purpose, amount, and uncertainty of the future are balanced with the potential costs of owning them.
Using our Insurance Planning process, we determine which insurances and risk management strategies are in your best interest:
Discover & Analyze - We review and analyze how and why you are protected (above). Then we determine what and how you should own insurance based upon your assets, expenses, current solutions, and overall priorities.
Are you buying insurance:
Recommendation - We’ll review multiple scenarios to minimize expenses and maximize protection.
Implementation - How should you purchase the insurance, who should be the owner, insured, and beneficiaries to ensure the protection is owned the best way for you and your circumstances?
Monitoring - The reasons you will own or terminate insurance, the amounts you own, and the cost for insurance can change over time.
Have your current providers discussed the opportunities below?