Insurance Planning is another way we help clients plan for the future. This essential part of your overall wealth plan provides peace-of-mind protection from life’s untimely, unforeseen events. Working together, we assess your risks and then evaluate if you have appropriate and adequate coverage. Then we can offer specific insurance solutions to meet short- and long-term needs. Capital Investment Counsel sells no product or accepts commissions of any kind.
Proper consideration of the various types of insurance is important. Benefits can be used to fund a college education, provide retirement income for your spouse or help provide for loved ones left behind. Capital Investment Counsel does not accept commissions or sell products, so you can be sure to get a fair and ethical evaluation of your overall situation.
Working together with our professional advisory group, as well as with your own insurance advisor, CIC can assist in every area of insurance planning:
- Insurance Needs Analysis
- Term Life Insurance
- Whole Life Insurance
- Variable Life Insurance
- Universal Life Insurance
- Survivorship
- Disability protection
- Long Term Care
- Annuities
- Umbrella Policies
- Health Insurance
- Health Saving Accounts (HSAs)
- Property & Casualty Insurance
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