Ensuring you are protected in case of unexpected events in an important part of your financial plan.
We do not sell insurance and we do not receive any compensation from any insurance sales people but we can make recommendations on where you may want to get quotes to compare with what you currently have. We generally recommend that people get quotes every four to five years because the insurance market is constantly changing.
We want to be sure you are appropriately covered but not over covered. We look at your coverage, deductibles, riders and the amount you are paying.
We review the insurances you have and can discuss different types of insurance that you may or may not need – such as long term care insurance, life insurance, disability insurance, etc. We use our retirement planning evaluation to determine what type and amount of life insurance, if any, may be desired.
Review current insurance coverage
Discuss insurance needs/options
If needed, help get quotes