Life Insurance
- Analyze insurance needs based on income, health, age, investment portfolios, education needs, goals, and objectives
- Assist in determining the amount of coverage needed
- Explain various types of life insurance and make recommendations that fit your needs
- Evaluate current life insurance policies to explore improved benefits or cost savings
Long-Term Care Strategies
- Provide guidance on elder care issues
- Evaluate and recommend a long-term care strategy
- Provide advice for long-term care insurance, types of coverage, riders, cost benefit analysis
- Coordinate with Elder Care Attorney as needed