Do you need an insurance product as part of your financial plan? Probably.
Do you need a complicated and expensive insurance product? Probably not.
Insurance doesn't have to be complicated.
There are three main reasons for insurance:
- 1. To protect your income
- 2. To protect your survivors
- 3. For the efficient transfer of wealth
We believe you should only pay for what you really need.
When we recommend an insurance product it is part of a comprehensive financial plan.
If you need it, we help you get the right type at the right level. We never over-sell. It's that simple.
Insurance products and services are provided through Assante Estate and Insurance Services Inc.
Have an Insurance Question?
Let us help.