Insurance

Having the proper insurance strategies which provide the proper balance of asset and income protection with cost are essential to a successful long term plan. 

• Protection of income stream while working to provide for your family
• Life Insurance to provide for the replacement of income stream in case of untimely death and protection of pension income.
• Long Term Care coverage to enable your Financial plan to continue to work effectively if one or both spouses need LTC assistance.
• Analyzing my clients current Property and Casualty insurance to ensure proper coverage for liability and property damage.  
• I am a Chartered Life Underwriter as well as a Certified Long Term Care Specialist and I partner with my clients to identify these concerns and provide solutions that are both cost efficient and effective.