Insurance Frequently Asked Questions

What kinds of insurance do you offer?

We broker life insurance, disability income insurance, and long-term care insurance. In obtaining Insurance coverage for our clients, We shop the market for the most suitable product at the best price.

Can I get auto or homeowners through you?

No – that requires another license which we do not hold. As part of a complete financial planning engagement, we will evaluate the client’s risk exposure in these areas, and recommend coverage changes as appropriate. We are glad to refer you to insurance agents who can assist you with these policies. BTW we neither pay nor accept referral fees from other professionals, nor do we accept any liability for their actions.

What role does life insurance play in a financial plan?

A crucial part. A life insurance death benefit can complete the overall plan in the event of an untimely death.

Tell me about life insurance for tax-free income.

The strategy is to purchase a policy in such a way that...

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