A sound financial plan must take into account unanticipated, disruptive events. Prudent, cost-effective insurance solutions can help mitigate these risks.
Insurance Strategy
- Life insurance
- Do I have the proper amount of life insurance?
- Is life insurance expensive?
- What is the difference between term and permanent life insurance?
- What is the favorable tax treatment of life insurance?
- Long-term care insurance
- Can your premiums go up?
- Does your policy cover home health care and assisted living?
- Does your policy strategically allow for certain assets to be excluded from the calculation of Medicaid eligibility?
- Disability insurance
- Short-Term vs Long-Term?
- Is it enough?
- Is the monthly benefit taxed?
- Health insurance
- Employer based vs individually purchased insurance.
- Do you qualify for a subsidy?
- Medicare insurance
- What is Medicare Part A, B, C & D?
- What are the differences between Medigap Supplements Plans and Medicare Advantage Plans?