Insurance

This service starts with an educational portion which reviews the range of insurance options available, details of the insurance coverage, and common uses of various types of insurance. We then review the Client’s existing policies to assess coverage for life, health, disability, long-term care, liability, home, and automobile. We may provide you with contact information for insurance specialists for further consultation and to acquire additional insurance coverage. From time-to-time, we will participate in meetings or phone calls between you and your insurance agent per request and with your approval.