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(424) 999-8829
Tax and financial service

Protection planning

$595.00

  • Review existing life insurance policies
  • Determine life insurance needs
  • Discuss long-term care insurance
  • Explore disability insurance
  • Review health insurance
  • Examine personal liability insurance
  • Revisit home insurance policy
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Description

In an unfortunate event (illness or death), what is the financial impact on you and your family? Have you taken professional advice & drawn up careful plans to secure your family’s future and financial well-being? Or are you just leaving it all to chance, and hoping that it won’t happen to you?  Protection planning is the identification, evaluation, and prioritization of risks followed by coordinated and economical application of resources to minimize, monitor, and control the probability or impact of such unfortunate events.

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