Your Family Office Insurance Specialist works in partnership with your Financial Consultant to protect your family’s wealth against life’s uncertainties. Your team will devise a strategy so your loved ones can mitigate the financial and emotional costs that might burden them in the event of your illness, injury or death. Preserving your life’s legacy is our greatest responsibility.
Life insurance allows you to prepare for the unexpected so that the people in your life can accomplish a variety of goals including: maintaining your family’s standard of living, carrying out plans for your children’s education, philanthropic goals, paying off mortgages & other debt, and preparing your business for a smooth transition. Our team also analyzes your long-term care insurance needs to help avoid the high financial and emotional costs that come with caring for you when conditions demand daily care over an extended period of time. Lastly, to help provide an extra layer of financial protection when you face a disabling illness or injury, we offer disability income insurance to cover lost income and added expenses.