Insurance strategies

Risk management is essential to any comprehensive financial plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some insurance products also provide tax-advantaged savings that you can draw on to achieve goals like buying a house or retiring comfortably.

As non-captive agents, we have access to a variety of insurance carriers and products that can help meet your financial planning needs. Whether you’re single, have a family, or own a business, we can work together to design a customized plan.

Unified Wealth Management’s suite of Insurance products include:

• Life Insurance
  • (Term, Whole Life, Variable Universal Life, Index Universal Life)
• Annuities
  • Fixed and Variable (Immediate and Deferred) 
• Individual, Business and Group Products
• Long-Term Care
• Disability