Insurance Strategies
ARE YOU "INSURANCE POOR"?
Some people are over insured.
Why pay for something you don't need?
Some people are under insured.
Will your survivor's needs be met?
Most commonly, people are over paying for the coverage they have.
This is not referring to term insurance vs. whole life.
A coach can help you perform a comprehensive needs analysis to determine what amount you need to address your personal goals. They can also help you discover if there are insurance and tax rules that can help you address your goals while saving money.
IT IS IMPORTANT TO HAVE SOMEONE WHO IS PROPERLY LICENSED TO HELP YOU ADDRESS YOUR GOALS AND OBJECTIVES
Our coaches do not work for any insurance company, but are licensed to help you find highly rated companies which can help you most efficiently reach your insurance objectives.
- They will check to see if any insurance and/or tax rules can be utilized to save you money
- They help you design a personalize plan that will work for you and your family
- They help you determine what amount and type of coverage is appropriate for you
- They work for YOU!
INSURANCE IS A TOOL IN YOUR FINANCIAL TOOL BOX
Too much emphasis has been placed on you being dead for anyone to benefit from your insurance plan. Your coach can help you discover any "Living Benefits" your coverage may provide. As a "Tool" in your financial tool box it can provide if:
- You die too soon
- You become ill or disabled
- You live too long