Insurance Planning

Insurance Planning is essentially the process of transferring risk as well as ensuring lifestyle continuation by protecting your family and assets.We normally look at Health Insurance first, so it’s important to know how Marketplace /ACA ( Affordable Care Act) insurance works. There are also ACA alternatives such as short-term medical and supplemental insurance- cancer, critical illness and accident plans that can be added to your primary health plan.

In addition to health insurance, Mortgage Protection will protect your family in the event of a catastrophe such as a premature death, and Disability Income Insurance will guarantee a certain level of income should you become ill or injured and unable to work. Business Insurance, such as Key Person Insurance and Buy-Sell Agreements are extremenly important to business owners and should be reviewed on a regular basis as the value of the business often changes over time.

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