facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


Mitigating future risks through insurance is an essential part of the financial planning process. Three basic insurances that should be considered are life, disability and long-term care.

Life Insurance

Life insurance provides a lump sum cash payout to your heirs at death. Whether the purpose of those funds is to replace income for dependents, pay final expenses, create an inheritance for heirs, pay federal and state taxes, or provide for a charitable legacy, determining the right coverage is essential to any financial plan.

Disability Insurance

A prolonged illness or sudden disability can result in a sustained loss of income. Proper coverage through disability insurance is essential to ensuring that you and your family maintain your desired lifestyle and achieve your long-term goals.

Long-Term Care Insurance

Long-term care provides personal care for individuals limited in their ability to carry out activities of daily living such as eating, bathing, dressing, and grooming or who are cognitively impaired. They pay benefits for services provided in a nursing home, an assisted living facility, or even when aging in place in your own home.


From Wolf Group Capital Advisors, and from across the globe

Loading Posts...

Read More