Broker Check

Insurance

Our mission is to empower people to maximize their financial potential and be the trusted financial partner they are looking for.

Financial planning is a journey, not a destination.

Life and Disability Insurance Planning

Life and Disability Insurance Planning

  • Initial Meeting to discuss objectives
  • Conduct Insurance Gap Analysis to determine needs
  • Education on Term vs. Permanent policies
  • Conduct impact analysis of insurance on retirement and estate
  • Assistance with completion/submission of application
  • Coordination of health exam at your home
  • End-to-end assistance during underwriting process
  • Accepting coverage and making initial premium payment
  • Help with online access

$1,500

Consultation Hours: 3

Full Details
Long Term Care Insurance Planning<br data-mce-bogus="1">

Long Term Care Insurance Planning

  • Initial Meeting to discuss objectives
  • Conduct Insurance Gap Analysis to determine needs
  • Conduct impact analysis of insurance on retirement and estate
  • Assistance with completion/submission of application
  • Coordination of health exam at your home
  • End-to-end assistance during underwriting process
  • Accepting coverage and making initial premium payment
  • Help with online access


$2,000

Consultation Hours: 4

Full Details

Schedule a Call to Learn More