Insurance transfers the financial risk of life’s events to an insurance company. A sound insurance strategy can help protect you, your family, and your business from the financial consequences of those events. An effective strategy can include life, disability, and long term care insurance.
Effective estate planning and management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.