Insurance Planning
INSURANCE PLANNING FOR PROTECTING YOUR ASSETS
Insurance can be a very useful financial tool and we help you identify any risks which could tremendously impair your financial situation. While it’s important to focus on what may go right with your situation, it’s also crucial to consider how you may be negatively impacted without protections in place.
At IIS Financial Services , we take the same approach to insurance planning and asset protection as we do to every other aspect of your overall investment management plan. We believe your insurance plan should be customized to your unique situation.
TURNING OVER EVERY STONE TO PROTECT YOUR WEALTH
We take a comprehensive, financial planning-led approach when developing and executing a wealth management plan to address every facet of your long-term financial goals, including a thorough insurance needs analysis to ensure you and your loved ones are properly protected. Our team will review any existing policies and evaluate how disability, long-term care expenditures and premature death impact your financial plan to craft a customized strategy that addresses your individual needs.
OFFERING WIDE-RANGING COVERAGE
As part of our comprehensive approach to risk management, our team of specialists can assist clients in obtaining any necessary coverage or services, including:
- Disability/income replacement
- Life insurance
- Long-term care and health insurance
- Specialty insurance for business owners
You don’t want to overpay for insurance that you don’t need, nor do you want to lack vital coverage when life throws you a curveball. At IIS Financial Services we help give clients the confidence and peace of mind that come from having a comprehensive risk management plan in place.
