Insurance planning is a critical component for financial wellness. We believe it's prudent to insure your life, health, income (disability), as well as your fur babies. The amount you would want to purchase depends on a variety of factors such as, do you have kids, are you married, are you a two income family, and how much debt you have. Losing a loved one is hard enough and it's important to not leave your loved ones with a financial burden while they are trying to heal from your absence.
The type of policy: Term, whole life, declining term, can be determined by speaking with a financial planner. Their goal is to evaluate your entire financial picture and help you find the areas that are most at risk for you. Right now is a great time to "shop" around for insurance rates, especially for your Property and Casualty. With many of us driving less due to COVID-19, you might be able to lower your premium. I've helped multiple clients review their various options, including pet insurance and have found ways to save them money annually. Click the link below to schedule a no cost initial consultation.