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.
