Insurance is a key part of wealth planning, giving you confidence that your finances and family will be protected if something unexpected happens. That peace of mind comes from knowing you’ll have the proper coverage, amount and provider when you need it most.
Because we represent you and not an insurance company, our advisors are able to act as your advocate in the complex world of insurance policies. We have a deep understanding of the industry and can review your existing coverage to give you an unbiased recommendation on what adjustments are needed to reach your goals. We’re able to provide insurance advice related to:
- Key man
- Business overhead
- Executive income replacement
- Deferred compensation
- Loan collateralization for life insurance and disability
- Income replacement for life insurance and disability
- Long-term care planning
- Liquidity for family estate planning
- Estate tax planning
- Charitable planning and considerations
Current insurance sales licenses include Texas, Oklahoma and Michigan. Additional state licenses will be obtained to support clients in other states as needed.