Illness and injury can happen to anyone. In fact, a person has a one in four chance of becoming severely ill or disabled. If you’ve planned for this possibility, when was the last time you reviewed your plan and does it take into account recent life events? As life changes, so do your insurance needs and necessary strategies to protect your lifestyle and your family who are dependent on your income.
We believe in being proactive. We can help develop a plan that addresses life insurance analysis and design, long-term care insurance and disability protection.
Extended Care: A Patchwork of Possibilities
When Special Care Is Needed: The Special Needs Trust