Protecting Assets

with u in mind

A sound insurance strategy can help protect your family from the financial consequences of challenging life events, and insurance can still provide one of the most tax-advantaged methods to transfer wealth when it comes to estate planning. But insurance has come a long way in the last decade. There are new products and policies designed to help cover other types of risks in a tax-advantaged manner.

As a completely independent firm, we have access to nearly every carrier and every kind of insurance, and we compare features and premium prices so that we know we’re making recommendations based on solid numbers. We read the fine print when it comes to policy terms and conditions. We will do the research to help you manage risk while potentially achieving other financial objectives.

New insurance policies, annuities and/or riders can create lifetime income in retirement, provide guaranteed* returns, provide for spousal transfer, cover long-term care expenses, protect against disability, allow tax-free wealth distribution to heirs and much more. We’ll do the homework and see what type of insurance may fit into your financial or retirement plan.

*Guarantees are provided based on the financial strength of the insurance company providing the policy.

To learn more about preparing for a satisfying retirement, download our free whitepaper here.