For a lot of people, buying insurance is set-it-and-forget-it: They take out a policy, tuck it in a drawer somewhere and go about their day. Unfortunately, without regular reviews, one of two things tends to happen – people become overinsured because they’re working with multiple agents who do not have the full picture or who are compensated for how much insurance they sell, or underinsured because as their lives evolve their existing coverage stops fitting their needs.
Your wealth management plans should determine what insurance coverage is right for you. Our goal is to align your coverage with your current situation and your plans for the future – so you can rest assured the people and things you care about most are protected. We'll help you make sure your insurance coverage is in step with your current needs and your broader vision for the future.