Advanced Strategies

Buying insurance is not a way to get rich. It is a way to keep from getting poor. Insurance helps protect your family’s lifestyle, business interests, retirement, and estate.

We conduct a complementary in-depth audit of your life, disability, long-term care insurance policies, and annuity contracts, reviewing things such as titling, coverage amounts, beneficiary designations, and other important details, to help provide you with peace-of-mind that you are properly covered.

INSURANCE ANALYSIS

We conduct a complementary in-depth audit of your life, disability, and long-term care insurance policies, reviewing things such as titling, coverage amounts, beneficiary designations, and other important details, to help provide you with peace-of-mind that you are properly covered. We can help provide answers to all of these questions:

  • Do you have adequate coverage?
  • Are your monthly premiums too high relative to other similar policies?
  • Are your policies properly set up to benefit your family or loved ones per your needs?
  • Are any of your policies in danger of lapsing soon?
  • Do you understand the advantages and disadvantages of the policies you own?
  • Do your insurance policies complement your financial and estate plans?

ANNUITIES

We review your existing contracts and actively manage all annuities. Annuities are intricate retirement planning vehicles that require ongoing management and comprehensive understanding of features available to ensure that you effectively manage overall costs, and maximize the benefits. The key questions we will help you answer include:

  • How much is your annuity contract costing you annually?
  • What benefits does your annuity provide?
  • What is the strategy for using your annuity in the future?
  • What happens to your annuity should you pass away?
  • What are the downsides to your annuity contract
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