by Richard Schlueter, Vice President – Insurance Services,
Wealth Enhancement Group

You and your advisor have worked diligently to examine your objectives in life and to invest accordingly. Putting an asset protection plan in place is often given little consideration or ignored altogether. What kinds of insurance should you consider? Different insurance products offer various benefits and protection. It’s important to carefully consider and discuss your needs with your advisor in order to determine the best plan for your lifestyle.

Life Insurance – Life insurance can be used for purposes beyond traditional income protection. Examples include tax planning, charitable planning, legacy planning, business planning, estate planning, income planning, etc.

Disability Insurance – For many of us, the ability to continue earning an income is our greatest asset. Are your finances prepared to support you should something happen?

Property and Casualty Insurance – Clients often tell us that a review of their current coverage is extremely valuable. Doing this can help strengthen and update your plan.

Health Insurance – Health Insurance is a complex issue; navigating the many choices alone can be incredibly overwhelming. Having an advisor help you determine a good fit can make it a much simpler process.