Insurance Planning

• Recommend an insurance agent to you or consult with your agent if you currently have one
• Identify potential shortfalls in your insurance coverage and recommend specific solutions
• Explain your employee life insurance benefits and medical coverage and propose the necessary supplementations.
• Verify that you have the right coverage that meets your needs without costing you too much.
• Update your current policies as life’s changes dictate
• Notify you of any material changes in the insurance industry and how to adapt to them
• How to deal with medical needs such as long term care, and home nursing, and assisted living issues.
• Plan for what to do when insurance coverage stops and when you are eligible for Medicare and identify any gaps in your coverage.

Appropriate insurance coverage will better protect you against unforeseen life events that adversely affect your finances