Protection Planning

Protection Planning

“Set peace of mind as your highest goal and organize your life around it.” -Brian Tracy

You have worked hard to secure a financial future for you and your family, but how will you protect it from an unexpected life event? It’s true, insuring these risks can be costly; however, no coverage can cost you so much more. In many cases, insurance can be an affordable and effective risk management solution providing necessary protection for your family or business legacy.

We can help you identify those areas where you may be at risk and determine if insurance may be a good solution. During the discovery process, we may also find that an existing in-force policy may no longer be an appropriate solution to your risk management needs and, in some cases, be repurposed, reduced or canceled.

Our insurance specialists at Cultivate Wealth, along with our affiliated partners, can provide insurance protection in the event of:

  • Death
  • Disability
  • Long Term Care
  • Legacy and Estate Equalization
  • Health Insurance
  • Medicare Supplements
  • Personal Property and Liability Coverage
  • Business Continuity

Let us help you cultivate the life you desire, contact us today.