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Insurance Planning

As you grow older, your insurance needs evolve. Life Insurance, Long-Term Care, and Annuities may or may not play a part in your overall plan. Through a series of "what-if" scenarios, we can help you determine:

  • What kind of coverage you need and for how long.
  • If you are paying for insurance that you no longer need.
  • How to select the right life policy or annuity from the right insurance company.
  • What to do with that "old" annuity contract.
  • Why a "Beneficiary Check-up" is so important.

We work exclusively with top-rated insurance companies. But we are not captive to any one insurer and are free to find the right coverage at the right price to meet your needs. We work closely with you every step of the way, making sure that you understand exactly what you are buying and that you are comfortable with your decisions. We will meet with you in your home or in our office. And once we have a plan in place, we will meet with you regularly to make sure your long-term strategy continues to fit your current needs.

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