Insurance

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:

 

Individual Senior Business
Life Medicare Supplements Commercial Lines
Individual Disability Medicare Advantage Plans Keyman Disability
Health and Dental Prescription Drug Plans Business Overhead Disability
Accident Hospital Indemnity
Critical Illness Long-term Care
Auto Short-term Care
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Renters

 

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.