Insurance Planning Service

Safeguard Your Future with Strategic Insurance Solutions

Let's Talk

Comprehensive Insurance Planning

Safeguarding your assets and loved ones requires a thoughtful approach to insurance planning. Our insurance planning focus evaluates your current insurance coverage and identifies any gaps to ensure you have the necessary protection.

We optimize your insurance policies and provide guidance on additional insurance products that may be needed, such as life insurance, disability insurance, and liability coverage.

With over 20 years of experience in wealth management, Robert Sullivan and our experienced team offer personalized advice to help you protect your family, business, and financial future.

Integrated Insurance Planning Services

Insurance planning is about more than just having a policy in place; it’s about creating a strategy that aligns with your overall financial plan and provides comprehensive risk management. Our insurance planning services are an integral part of our comprehensive financial planning offering, ensuring that your insurance needs are met and your family is protected.

Evaluate Current Insurance Coverage
Determine Additional Coverage Needs
Insurance Policy Optimization
Insurance Policy Quotes

Key Services Included in Our Insurance Planning

Our approach to insurance planning is designed to protect your assets and loved ones, providing a clear and thorough strategy to manage risk and secure your future.

Evaluate Current Insurance Coverage

We assess your current insurance policies to ensure they provide adequate coverage for your assets and meet your family's needs.

Determine Additional Coverage Needs

We analyze your situation to identify any additional insurance coverage you may need, such as life insurance, disability insurance, or long-term care insurance.

Insurance Policy Optimization

We optimize your existing insurance policies to ensure they offer the best protection at the most cost-effective rates, helping you to maximize your savings while maintaining comprehensive coverage.

Insurance Policy Quotes

When necessary, we obtain competitive quotes on your behalf and facilitate the purchase through trusted insurance providers, ensuring you have access to the best insurance solutions available.

Insurance Planning FAQ

Here are answers to some of the most common questions about our insurance planning service.

What is life insurance planning?

Life insurance planning involves selecting the right type and amount of life insurance to protect your family’s financial future, covering expenses and income needs if you pass away.

What is the insurance planning process?

The insurance planning process includes assessing your financial needs, choosing appropriate coverage, evaluating different policies, and ensuring protection aligns with your long-term goals.

What is insurance estate planning?

Insurance estate planning uses life insurance policies to help manage estate taxes, provide for heirs, and ensure your wealth is distributed according to your wishes.

How does insurance planning fit into my comprehensive financial plan?

Insurance planning complements your financial plan by protecting against unexpected financial losses, ensuring stability, and supporting wealth-building and savings goals.

Can insurance planning help me save money?

Yes, by identifying the right coverage levels and avoiding over-insurance, insurance planning can help you reduce costs and prevent financial loss from unexpected events.