The Protection Track(℠)
Your Retirement Ticket® also includes The Protection Track(℠). You work hard for your money, so our goal is to help you protect your loved-ones and your assets. Without stopping at this station, you could become vulnerable if you have inadequate insurance coverage.
We provide an analysis of your life, health, disability, and long-term care planning needs. We also evaluate your automobile, homeowners, and liability insurance. 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 helps determine if you should revise your current insurance coverage. We want you to have confidence by knowing you have taken steps to protect your loved ones and yourself.
The Protection Track(℠) may include an analysis of:
- Life Insurance Needs
- Health Insurance Needs
- Disability Insurance Needs
- Long-Term Care Planning Needs
- Property Insurance (Auto, Homeowners and Liability Needs)