Insurance
Insurance is a very handy tool to have in your financial toolbox.All insurance products insure you against some form of financial risk.
The following is a list of insurance products we routinely speak of with our clients. This list is not comprehensive. For more information about a product, listed or not please feel free to contact our office by phone or email.
- Life Insurance- designed for short term and/or long run.
- Disability Income Insurance- to protect your after tax cash flow
- Business Over Head Insurance-to cover your fixed monthly expenses if disabled
- Succession and Buyout Agreement Insurance- To fund succession planning if you leave, die or become disabled.
- Long Term Care Insurance- To shift the risk from your family to an insurer if you need long term care.
- Liability Insurance- basic or umbrella
- Health Insurance
- Employee Benefit Plans
- Insured Retirement Plans.