Family Wealth Management Insurance Planning Services

Insurance Planning

Insurance planning is a critical component of a comprehensive financial plan. At Family Wealth Management, we advise our clients on growing and protecting their wealth. Proper risk management and insurance planning are necessary to financial success. We utilize the following insurance strategies:

  • Individual Life Insurance
  • Disability Income Insurance Planning
  • Long-Term Care Insurance
  • Lifetime Income Annuities

Protecting yourself, your loved ones, your home, or your business against unexpected events is a fundamental aspect of financial planning. Closing the gap on potential risks can be tricky without a comprehensive plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks. At Family Wealth Management, our insurance planning agents identify and analyze your risk factors and make suitable and unbiased recommendations as part of your overall financial strategy.

Insurance for Business Owners

Much like the many other areas of financial planning, business owners face unique challenges when it comes to insurance planning and transferring risk. Family Wealth Management specializes in insurance planning for business owners and present appropriate strategies in the areas of:

  • Key Person Insurance
  • Business Succession Planning
  • Group Long-Term Care Insurance
  • Group Disability Income Insurance
  • Group Life Insurance
Insurance Planning

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This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Registered representatives offer securities through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Investment advisor representatives offer advisory services through Mutual of Omaha Investor Services, Inc. Family Wealth Management and Mutual of Omaha Investor Services, Inc. are not affiliated.

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