PERSONAL INSURANCE ANALYSIS SERVICES YOU CAN COUNT ON:

  • INSURANCE NEEDS ANALYSIS  

  • INSURANCE REVIEW AND RECOMMENDATIONS 

  • MONITORING OF YOUR NEEDS THROUGH LIFE TRANSITIONS

No one likes to think of the possibility of an accident, injury or illness. However, it is important to make sure you are prepared in the event one of these unexpected events occur. We can act as your trusted advisor to help you design a plan to protect your family, your assets and your income from potential loss due to death or disability and provide for your family. Our licensed, expert insurance advisors are an integral part of our team and will work with you to review your needs and recommend the proper coverage. We offer health, life, disability and long-term care insurance reviews and coverage to protect you for every situation.

 


TIP: LONG-TERM CARE (LTC) INSURANCE CAN HELP PROTECT YOU AGAINST THE POTENTIAL ENORMOUS COST OF EXTENDED CARE. AS AN ADDED BENEFIT, YOU MAY BE ABLE TO DEDUCT PART OF THE PREMIUMS. AND ANY BENEFITS PAID BY A QUALIFIED POLICY WILL GENERALLY BE TAX-FREE.