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 | |
Home | ||
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.