Insurance Services

Wealth can bring exposure to potential unforeseen liabilities. As a result I place a high priority on risk management strategies, utilizing fixed insurance services,  that can potentially help reduce unforeseen risk exposure and give you piece of mind.

My goal is to help prepare my clients for unforeseen events such as premature deaths, disability, and critical illness. When faced with such a situation, insurance can help protect policy holders and their families from financial hardship. As a result, insurance coverage is essential to any comprehensive financial strategy.

In all cases I am very experienced in providing insurance services and helping clients implement   needed strategies. I work to review and monitor existing insurance programs and if necessary, to suggest new insurance services. My services cover:

  • Life Insurance
  • Long Term Care
  • Disability Insurance
  • Health Insurance
  • Mortgage Protection Insurance