PREPARE & PROTECT

Incorporating life insurance during the financial planning process can accomplish multiple objectives, often simultaneously. Frequently life insurance is recommended to provide for final expenses and supplement income due to the loss of a spouse. While death benefits from insurance are critically valuable, our planners strive to include other benefits of life insurance while you are still living. For instance, when structured properly life insurance can accomplish multiple objectives such as providing tax-free income, long-term care funding, or even paying for college. 

Responsible for supporting our planners, our team of insurance experts at Strategic Risk Management, the insurance division of Strategic Tax & Retirement, are readily available to develop and implement insurance solutions to compliment most financial plans.