Insurance Planning

Home Insurance Planning
  1. We utilize insurance product offerings from over 50 highly rated insurance carriers.
  2. We analyze the cost structure of insurance policy designs; look closely at insurance carrier financial strength; focus on the internal rate of return or IRR; and look at both guaranteed and current cost assumption approaches.
  3. We focus on various insurance options based on risk tolerance, time horizon and ever changing goals.
  4. We follow UPIA (Uniform Prudent Investor Act) guidelines of annual and thorough policy reviews that trustees must follow in their role of fiduciary.
  5. So whether you own or are considering life, disability, or long term care insurance on a corporate or individual basis, allow us to apply our almost 40 years of industry experience.