Together, we’ll address questions like:

  • Do you have enough of the right kind of insurance? Are you over-insured?
  • Do you have a plan for long-term care and asset protection?
  • What can we learn from analyzing your life insurance and annuities?

As part of our process, we will:

  • Prioritize which risks are most important for you to insure against.
  • Distinguish between asset protections and market appreciation strategies, so your capital is best utilized for each purpose.
  • Make sure your assets are titled properly.
  • Coordinate with our network of insurance providers to find you the best products at the most competitive fee levels.

You can’t eliminate risk, but making the right choices can help you mitigate liability.

Jeffrey Glassman, Chairman