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The Protection Track

Your Retirement Ticket also includes The Protection Track. You work hard to accumulate your money, so one of our goals is to help you protect your assets and your loved ones.  Without stopping at this station, you could become vulnerable due to inadequate insurance coverage.

Our goal is to provide an analysis of your life, health, disability, homeowners, and automobile insurance. We also take a look at your long-term care planning needs. The purpose of the analysis is not necessarily to save on premium costs, but rather, to help provide protection from a catastrophic loss. 

This analysis will help identify if you should revise your current insurance coverage. We want you to have confidence in knowing that you have protection for your loved ones and yourself.

The Protection Track includes:

  • Life Insurance
  • Health Insurance
  • Disability Insurance
  • Property Insurance (Auto, Homeowners)
  • Long-Term Care Planning Needs