Insurance Planning

The goal of insurance is to transfer financial risk away from you and your family.

Strategic Income Group provides excellent insurance policies and partners with other companies to ensure you have a comprehensive insurance strategy in place.

When you contact our team, we’ll go over each of the following insurance policies to make sure you’re adequately covered:

• Homeowners/Renters Insurance
• Auto Insurance
• Life Insurance
• Health Insurance
• Disability Insurance
• Umbrella Insurance
• Long-term Care Insurance
• Medicare Supplemental Insurance

At Strategic Income Group, we offer life, health, and long-term care insurance. If you’re needing additional insurance, we’ll ask one of our partner companies to provide you with the additional policies you need.

One devastating financial event can cost you the rest of your life. Don’t be caught without the proper insurance policies that protect your assets.

Remember, not all insurance policies are created equal. Take life insurance, for example. Should you get whole or term? One policy or multiple? Short- or long-term policies? Don’t worry, we have the answers.

During our consultation, we’ll look at your entire financial picture and make recommendations for each policy type including how much insurance you need, how long you’ll need it, and why you need it.

We can also help you stack policies together so that you can get the life insurance you need while saving money at the same time. The savings can be used in a variety of ways, but one excellent choice is to invest the money for the future. This strategy is likely to result in a much better financial position whether or not the life insurance is actually used — something that can’t be said of many other strategies. This strategy differentiates us from many other insurance planners. To learn more about stacking policies, be sure to read Stacking Term Life Insurance Policies right here at StrategicIncomeGroup.com.

Also, for those who invest with us, they’ll have access to WealthVision – a program that allows you to see account assets, insurance information, and other important pieces of financial information all in one place. By looking at the big picture of your financial situation, we can clearly outline long-term financial goals and track progress against those goals.