Insurance for Individuals
Are You Properly Protected?
Life is a series of risks. Help mitigate some of those pitfalls and make sure that you have protection by being properly insured. Insurance offers security, protection for loved ones, and peace of mind in the event of a tragedy. At Retirement & Wealth Strategies, we offer Life insurance, as well as Long Term Care and Disability insurance.
Take Care of You – In the case of disability or the need for long term care, insurance can supplement your income and make treatment options accessible for you and your family.
Our Process in Brief
At Retirement & Wealth Strategies, we have a comprehensive process to make sure that you are covered by the insurance plans you need. Our process is pretty simple, we:
Analyze your needs and/ or existing plan
Research benefit providers to find the best fit for you
Design a comprehensive benefits package to provide the protection you and your family need
Present the benefits package to you and make sure it addresses all of your concerns
Implement the selected insurance package
Continue monitoring your insurance benefits and your financial needs to address life changes
Do You Have the Coverage You Need?
Do you remember the first time you bought life insurance? Was it when you got married? Your first child? To protect your mortgage value?
If it has been more than 10 years, you probably have had significant life and income changes. As your needs change, your insurance coverage needs to change as well. At Retirement & Wealth Strategies, we take the time to review your coverage and make recommendations to ensure you and your family are taken care of.