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Life and Disability Insurance Planning

Have you been meaning to purchase insurance, but are not sure what you need? Do you want to know what level of coverage is most appropriate for you? Do you need help understanding how purchasing insurance policies may affect your retirement or estate? Our advisors will not only help you make educated decisions around purchasing insurance policies, but handle the administration and logistics of the entire process.

 What You'll Get:

  • Initial meeting to discuss objectives
  • Analysis to determine needs
  • Analysis of impact on retirement and estate
  • Education on Term vs. Permanent policies

What We’ll Do:

  • Determine and recommend appropriate insurance policy for you
  • Assistance with application - completion, processing, submission
  • Schedule the health exam at your home 
  • Support and monitoring the underwriting process
  • Help with coverage acceptance and establishing payment process
  • Set up your online access

Plus, upgrade to Financial Planning Essentials within 12 months and only pay the difference!

Total Consultation Hours: 3

Schedule a Call to Learn More