Insurance Analysis

Do you have the right amount and kinds of insurance? Should you own term life or universal life, disability insurance or long-term care insurance? The complexity of insurance products can be mind-boggling for most folks. We have an extensive background in insurance planning and can help you sort out what is right for you.

If you have existing plans, we can analyze them to make sure the policies are properly structured and funded. If you need new policies or are not sure, we can help you by sorting through all the options, explaining their benefits, and recommending what would be most appropriate for your overall plan.

Insurance Products:


Term, Universal & Whole Life

Long-Term Care

Income Protection Insurance