If you are looking to review your insurance needs, but don’t feel like investments or finanvial planning are your goals, our insurance analysis may be the right service for you. We provide a comprehensive anaylsis of your current insurances, review your goals and needs for the different types of insurances, future needs for insurances, and your insurance philosophy. After this review we can provide recommendations on a variet of insurance plans and strategies.

Insurance Service includes:

• Review of current group and individual life insurance, long-term disability and long term care benefits
• Review with a health care advisor of benefits
• Review with a property and casualty insurance advisor
• Ongoing support
  • 1 meeting a year to review current insurance or questions

Recommendations for insurances may include:

• Structured annuities
• Life insurance
• Disability income insurance
• Long Term Care insurance
• Beneficiary review