Insurance Solutions
Life has risks - so we look for ways to transfer the financial impact of certain risks away from you to strengthen the success of your financial plan in any situation.
Life Insurance
This video from Life Happens says it best “Life insurance provides for your loved ones and empowers their dreams.” While nothing could replace you, life insurance can prevent unnecessary financial hardship to allow your plans for your loved ones to still happen.
Click below to allow us to help you put a plan in place.
Unsure of your life insurance needs? While we’d be happy to discuss directly, this tool can help you consider your situation as well - Life Insurance Need Calculator
Disability Insurance
Disability Insurance protects you against the financial challenges of being unable to work due to an unexpected injury or illness. This is an often overlooked gap in many households’ financial situation that can derail otherwise well laid-out plans.
Use the button below to complete a quote request that allows our disability planning team at DIS to prepare quotes to help us review your options to consider if disability insurance is right for you.
More questions on DI? Click here for Disability Insurance 101 from Life Happens
Long-Term Care Insurance
According to Morningstar, 48% of people who turn age 65 will need some type of paid long-term-care services in their lifetime. These are not typically covered by Medicare and can significantly impact a financial plan. We help you protect assets from the potentially substantial costs of care necessary for those unable to care for themselves, due to physical or mental limitations, often, but not exclusively, due to older age.
Use the button below to complete a thorough quote request that allows our LTC planning team to identify customized options for us to consider if LTC insurance is an appropriate fit for your situation.
*When asked, please click “Yes” for sharing info with Jeff Boyd as your advisor.