Insurance
If there’s one thing certain about life – it’s the uncertainty that living it brings
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught!
Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
Luckily, while you can strive your best to plan wisely and thoroughly, you can also hedge your bets against the unintended through prudent Insurance Planning.
Why Insurance Planning is Important
Without proper planning, be it Investment Planning, Retirement Planning, or Estate Planning, you’ll likely not invest successfully, retire comfortably, or leave a meaningful legacy for your beneficiaries. And without a well-thought-out Insurance Plan, every one of those facets of a financial plan could be exposed to unforeseen risks.
Good planning helps you identify and plan for all the risks involved in every aspect of your financial life. Thoughtful Insurance Planning helps mitigate the risks you can’t foresee or those that you are unable to plan around!
Our Insurance Planning service Covers:
Some of our Carrier Partners
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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
Insurance products and services are provided by Darlene Chung-Ying.