Getting insured.
This is one of the most important financial steps you can take to care for the future well-being of your family. As part of the financial planning process, we'll determine what insurance is appropriate and make recommendations as warranted.
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Insurance Implementation
You can take our recommendations and implement them with an insurance broker with whom you already have a relationship. If you're not already working with someone on insurance matters, Glenn and Jonathan are each licensed to sell insurance and can shop the market on your behalf. Insurance implementation is work done apart from the Registered Investment Advisory firm, CameronDowning, Inc., and a commission may be generated from the sale of an insurance product.
Ready to Get Started?
Your first meeting is complimentary.
Insurance Selection
Life Insurance
Typically, we'll look at term insurance coverage for clients in coordination with the creation of a budget, and personal or business goals. On occasion, we'll consider a permanent life policy in special circumstances.
Disability Insurance
A DI policy insures your ability to earn an income. You make a claim in the event you become physically unable to work at your occupation due to an illness or injury.
Long Term Care Insurance
This is insurance for custodial care. Since Medicare does not cover skilled nursing care (at home or in an assisted living facility), this policy provides that coverage.
Annuities
Annuities are meant to be used in circumstances where other financial options are exhausted. As a rule, annuities can be helpful retirement distribution vehicles, but not the best asset accumulation vehicle.
