The majority of the insurance recommendations will be provided to clients as a result of the financial planning process. However, we can also provide quotes on an ad-hoc basis for the following product lines:
|Life||Medicare Supplements||Commercial Lines|
|Individual Disability||Medicare Advantage Plans||Keyman Disability|
|Health and Dental||Prescription Drug Plans||Business Overhead Disability|
|Critical Illness||Long-term Care|
Insurance services will be provided by an independent licensed insurance agent who will be compensated via a commission from the relevant insurance company. Commission details and any other compensation will be disclosed to the client.