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Financial Risk and Family Protection Planning
Family protection is one of the most important parts of financial planning and insurance is an important risk management tool that can shield you and your family from financial hardship caused by unplanned, or even tragic events. Align Wealth Partners can work with you to ensure that all family members are covered with the right protection plan through different forms of insurances. We can work with you to identify your risks and financial needs and implement a cost-effective risk management program that has been developed to meet your specific circumstances and requirements. Align Wealth Partners can also conduct a review of current policies to ensure you’re covered with the optimum level of protection. We can help you determine which of these types of insurance is right for you.
- Life Insurance Assessment & Policy Structuring
- Disability Income Options
- Long-Term Care Protection Plan
- Deductibles vs. Cash Reserves
- Beneficiary Designations
- Special Needs Situations
Getting Insurance Right
Proper life insurance is the cornerstone of your family’s financial plan. Watch this video to find out how you can get prepared.