Protecting what you can’t afford to lose such as your ability to earn an income and your loved ones from a premature death or illness make up one of the foundations of a solid financial plan.
We educate and help protect clients in the areas of insurance using a comprehensive due diligence process. The process includes:
1) Determining your insurance needs based upon your personal financial situation
2) Evaluating multiple insurance types and providers
3) Facilitating underwriting process, which determines your insurance eligibility
4) Helping you choose a plan based upon your needs