Complete review of all current policies to determine coverage and determine any gaps in desired coverage.  

 

 

  • Disability options

  • Long-term care – timing / premiums / coverage

  • Umbrella liability

  • Life Insurance

  • Medical / Health Insurance

  • Property & Casualty Insurance

  • Deductibles vs cash reserves

  • Policy Status

  • Policy Loans

  • Beneficiary Designations

  • Special Needs situations

  • Alternate / Additional Coverage Strategies