In life, bad things sometimes happen. That is why it is important to understand risks, manage them when possible, and to purchase insurance when appropriate. Because insurance is so rarely understood by most people, insurance companies are sometimes able to charge higher rates than a competitive environment would normally allow.
That is why insurance is an area of your financial life where savings can be found, and it is a key reason why we evaluate your insurance when building your financial plan.
What do we evaluate?
We are licensed for life, disability, and long-term care insurance.
For property and casualty insurance (personal or business), we outsource the evaluation to others who have an expertise in analyzing your coverage and who represent multiple insurance companies.
Contact us to learn more.