Protection & Estate Planning
Do I have enough life insurance to protect my family?
What types of life insurance coverage should I have? Does my current policy still fit my needs?
Should I consider long term care coverage? Will I deplete existing assets to cover this need if it should arise?
Is my income protected in the event of a disability due to sickness or accident?
Are my wills and trusts up to date?
Do I have an estate tax burden?
Is my legacy important to me?
Things to consider:
- Term Life Insurance
- Indexed Universal Life Insurance
- Whole Life Insurance
- Long Term Care Insurance
- Disability Insurance