We have access to a variety of insurance products that can help meet your financial security planning needs. No matter your personal situation—we will work together to design a customized plan.
In the event of death, life insurance offers surviving family members financial security. As a tax-free lump sum payment, it can pay for final expenses, debts, as well as provide income for the deceased’s dependents.
There are a number of advantages of life insurance which include:
We can help you determine the proper coverage to meet your needs that are identified through our Fit For Life Planning process.
Suffering a critical illness is distressing for both you and your family. Help ease the burden through insurance that will reduce financial stresses and can complement disability and life insurance protection needs. By helping pay for the additional expenses often associated with a critical illness or condition, insurance offers you, your family, and if applicable, your business, added financial security—so you can focus on recovery.
The advantages of critical illness insurance can include:
Income is important for both current financial obligations (e.g. grocery bills and mortgage payments) and for future financial security (e.g. planning for your children’s education or for retirement). Just think what might happen if you suddenly lost your income stream due to disability.
Disability insurance products help protect your ability to earn an income, which can be affected if you are afflicted by a disability or other condition.
We can help you choose the disability insurance products that provide advantages like:
Depending on your situation, you may or may not be covered under an employer’s group benefits plan. If not, we can help you choose a health and dental plan that can help cover out-of-pocket medical and dental expenses for you and your family. These plans are designed to provide various levels of enhanced healthcare protection, depending on your needs and the stage of life you’re in.
When designing your customize health and dental insurance package, you can choose from an array of services. Options include: