Insurance Planning

Insurance Planning

Health insurance, life insurance, long-term care insurance, umbrella coverage — do you need such coverage? If so, how much do you need? We answer these questions as part of our EPIC5i process.

We know that a good insurance plan helps protect your retirement from the unknowns. That’s why we help you determine the type and amount of coverage you need, and then find the best insurance product for your needs. We help with:

  • Life insurance
    • Term vs. Whole
    • Single Premium vs. 10-Year vs. Pay 100
    • Riders for Disability or Long-Term Care
    • Retirement Income Options
    • Tax-Free Income Strategies
    • Estate Planning Strategies
  • Long-term care insurance vs. other strategies and alternatives
  • Disability insurance

We can help you protect the life you’ve worked hard to build.

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Schedule a 45-Minute Free Retirement Review