Insurance Planning

Protecting yourself as well as your loved ones, home and business against unexpected events is an important element of your financial plan. Whether your goal is to build a protective cushion with life insurance, preserve your estate with long-term care insurance or explore the option of annuities, we offer a broad spectrum of solutions to suit you and your family’s needs:

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

We can also assist you in determining how much insurance you may need. Some factors for consideration include:

  • Immediate expenses such as hospital bills, funeral costs and estate taxes
  • Funds for the readjustment period, enabling loved ones to move or find a job
  • Short- and long-term financial needs such as monthly bills, college tuition or retirement
  • Business expenses including the funding of the business succession plan
  • Indemnifying the company for the loss of a key employee

Through Raymond James, the team at CrossleyShear Wealth Management have access to a wide array of quality insurance alternatives that can offer an important layer of security for you, your family or your business associates.

Find us on Facebook