In many cases, insurance plays an important role as both a financial planning tool and to help families face the future with confidence.
Long Term Care Insurance
In the unfortunate event that you, family members, business partners or key personnel are unable to work for extended periods of time, long term care (LTC) insurance protects your savings and your business from being eroded by the skyrocketing costs of extended hospitalization, rehabilitation or nursing home care. We have extensive expertise in this area and will help you determine the appropriate benefit levels for your situation.
Life insurance is a uniquely useful planning tool, particularly in the areas of estate planning, wealth management/transfer and business continuity. Where appropriate, we look closely at your situation to determine which combination of insurance tools and techniques is most appropriate for your planning strategy