Become a Client: 833-940-4771
Become a Client: 833-940-4771
Become a Client: 833-940-4771
Protection for You and Your Family
Take a Closer Look
Safeguarding your assets and livelihood is a crucial element of your wealth management strategy and should not be neglected.
Our insurance partner can offer guidance for your next steps and ensure that your risk management plans align with your comprehensive financial plan. Let us assist you in protecting your future.
Insurance Services
Professional Advisors. Dependable Experience. Custom Solutions that includes:
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P&C Insurance for your Business & Home
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Long-Term Care
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Life Insurance
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Disability Insurance
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Medicare/Individual & Group Health Insurance
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Live Debt Free Program
Customized Investment Strategies
There are no pre-defined portfolios, and you can't simply set it and forget it with automatic allocations.
Customized coverage can help safeguard your assets.
Our team applies a collaborative approach to insurance, similar to our approach to your entire financial plan.
With the collective expertise of our team, we devise a tailored strategy aimed at safeguarding your assets and protecting your family's financial security.
** All insurance products and services are thru J3 Insurance Group , LLC.
Preferred Partners
Some of our preferred partners:
P&C Companies
Farmers Insurance
Chubb Insurance
United Healthcare
Humana
Blue Cross Blue Shield
Travelers Insurance
Health Companies
Life & Disability Co.
Mass Mutual
Penn Mutual
NY Life
Plymouth Rock
Aetna
Ameritas
Insurance Risk
Growing your wealth is just as crucial as safeguarding it.
Protect what matters to you the most.
Comprehensive Coverage For All of Life's Moments
To safeguard you against unforeseen events such as disability, long-term care expenses, and unexpected death, our team evaluates your current policies and formulates a personalized risk management approach for your financial plan.
We aim to provide you with protection when life takes an unexpected turn.
Furthermore, we scout for the most favorable rates, oversee the application process, and establish the necessary policies that align with your requirements.
Our Process
Independence
Our aim is to match you with an insurance provider that is most suitable for your specific needs. To safeguard what matters to you the most, we utilize products from reliable insurance carriers. Our coverage extends across all 50 states and we work with various insurance companies to provide you with the best possible options.
Doing Business with Us Is Easy
Independent Consultative Process
We ensure that you work closely with one of our knowledgeable licensed insurance partners. Our practice is to avoid directing you to a remote 1-800 call center. Our partner team is readily available to respond to any inquiries you may have concerning your insurance, fulfill any requests, and process claims.
We prioritize safeguarding you over selling insurance policies. Our approach involves asking more questions than a typical insurance agent to identify potential areas of concern that could pose future challenges. Our objective is to ensure that you are comprehensively protected.
Risk Management
Importance of Prenuptial Agreements
Recommended Reads
Risk Management
Common Financial Scams
Recommended Reads
Customized Investment Strategies
There are no pre-defined portfolios, and you can't simply set it and forget it with automatic allocations.
3 Ways Our Insurance Partners Offer Better Solutions
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Independence
-
Independent Consultative Process
-
Doing Business with Us Is Easy
3 Ways Our Insurance Partners Offer Better Solutions
Our aim is to match you with an insurance provider that is most suitable for your specific needs. To safeguard what matters to you the most, we utilize products from reliable insurance carriers. Our coverage extends across all 50 states and we work with various insurance companies to provide you with the best possible options.
We ensure that you work closely with one of our knowledgeable licensed insurance partners. Our practice is to avoid directing you to a remote 1-800 call center. Our partner team is readily available to respond to any inquiries you may have concerning your insurance, fulfill any requests, and process claims.
We prioritize safeguarding you over selling insurance policies. Our approach involves asking more questions than a typical insurance agent to identify potential areas of concern that could pose future challenges. Our objective is to ensure that you are comprehensively protected.