Insurance is a vital component to a comprehensive wealth management plan. For individuals and families, for owners and employees: intelligent financial planning always includes balanced insurance. Too much insurance and you pay unnecessary costs. Too little insurance and you leave yourself and your family’s wealth exposed. A complete insurance review is an important step as you accumulate wealth.
Coverage that provides payment to a beneficiary upon the death of the insured. Some life insurance policies provide tax-deferred cash buildup that can be withdrawn by the policy owner.
Insurance that provides protection to the insured for expenses or loss incurred for medical reasons such as illness or hospitalization.
Insurance which provides income to a policyholder who is disabled and unable to work.
Long-Term Care Insurance
Coverage that pays for required assistance when an individual can no longer take care of themself due to illness or prolonged disability.
For more information on Insurance
, contact Tory Meiborg
or Patty Davidson
. They can be reached in Cedar Rapids at (319) 364-3041 or Iowa City at (319) 339-4884. Additionally, feel free to use our Contact Us