Insurance is essential to any financial strategy. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve goals like buying a house or retiring comfortably.
I have access to a variety of insurance products that can help meet your financial needs. No matter your personal situation—if you’re single or in a family; a professional or a seasonal employee; an executive or small business owner—we will work together to design a customized strategy.
your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances.
Recognizing the role life insurance can play in your family finances is an important first step. A critical second step is determining how much life insurance you may need.
Insurance Needs Assessment: For Empty Nesters and Retirees
The Anatomy of a Supplemental Health Plan
Lifetime of Earnings