Review Existing Coverage
Like other areas of financial planning, insurance plans should adapt to your needs and goals over time. We start by taking an in-depth look at your current coverage, including:
- Employee benefits
- Private insurance plans
- Medicare
Analyzing Insurance Needs
As life changes, your risk fluctuates too. We partner with you to understand your financial and personal risk and your current coverage needs. We can:
- Run risk reports
- Consult on coverage needs
- Assess the appropriateness of existing coverage
Selecting Appropriate Products
Comparing insurance plans is time-consuming and complex. We can help. From the wide-ranging menu of insurance products, we aim to craft a customized coverage plan that fits your life. We can assist with:
- Comparing benefits
- Comparing costs and deductibles
- Selecting coverage
- Navigating enrollment