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
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