Costs Vary

Once we have created your financial plan, you have the option to utilize our team for insurance services. After completing an insurance needs analysis, our team can offer tailored proposals in alignment with your overall goals and with your best interest in mind.

Costs vary by product and company, and products offered may include:

• Structured annuities

• Long term care insurance

• Disability insurance

• Life Insurance

Services Include:

• Policy reviews with a licensed insurance advisor

• Detailed policy recommendations for life insurance, disability insurance, and long-term care insurance—including policy designs that matches your financial planning and protection goals

• Servicing requests including updating of beneficiaries, changes to payment methods, and adjustments to existing coverage

After completing year one of our work together, you can expect a meeting with our team for policy reviews every other year, and ongoing servicing support as needed.