Insurance is an old concept but has evolved over the many years of use, especially for those who have more intricate needs than insuring basic debts and income. Even just to insure the basics, it can sometimes require a little bit more insight to accomplish properly.
Our insurance quoting software will ask essential questions and create suggestions based on you or your family’s specific financial positioning.
If you are someone who has more complex needs involving high net worth wealth transfers, multiple asset classes, or corporate estate transfers, there is a section for that as well (though we recommend this section be used alongside an advisor). There is a high likelihood that insurance can be play a critical role in optimizing tax management.