Broker Check

Protection Planning


  • Review existing insurance policies.

  • Recommend policy changes when appropriate.

  • Find the best policy for your situation.

  • Provide access to over two hundred of the most highly rated companies that specialize in life, health, disability, and long-term care insurance planning.**

Our Approach

Insurance - We help our clients to determine their life, disability, and long-term care insurance needs. We request and review policy updates, in-force ledgers, and beneficiary designations. We advise our clients on policy status, adequacy of coverage, possible modifications, policy terminations, replacement options, and lower cost alternatives if available and appropriate.

Long-Term Care Planning – The cost of providing for long-term care, whether in your own home, in assisted living facilities, or a nursing home, can be catastrophic and can ultimately unravel even the best of retirement plans. In addition to the emotional stress, these costs can impair a family’s financial security and legacy objectives. You need a plan. We identify your options, including the use of asset protection trusts, asset re-titling, gifting, and long-term care insurance. 

** Insurance Planning through Asset and Wealth Management Group, LLC.