insurance planning that brings confidence, not complexity
Prepare for the unexpected with insurance planning solutions for long-term care, disability, life insurance, and whatever else life throws your way.
are you prepared for life’s uncertainties?
The #1 most overlooked component of financial planning, especially retirement planning, is insurance. If you’re incapacitated and don’t have a plan, you’ll need to spend your hard-earned money on care for yourself and your family. That could leave a significant impact on your financial plan.
How we support your insurance plan
Long-term Care insurance
Long-term care insurance is one of the most significantly overlooked pieces of insurance we see at Anthem. With most Americans living longer and long-term care costs rising, it’s vital to protect your finances by being prepared. We’ll help you determine whether or not you need coverage and how the process for obtaining long-term care insurance works.
Disability insurance
Disability insurance is important not only if you are still working, but especially if you own or run your own business. If you don’t have disability insurance in place, you risk your earning potential during your working years. At Anthem, we’ll work through what type of disability insurance might work for you.
Life Insurance
Life insurance is the one thing you hope you’ll never need, but it’s important to have to protect your family, especially if you are a main source of income for dependents or loved ones. However, not all policies are the same and can easily get confusing. We’ll work with you to determine what type of coverage is best for you and your family.
Our Insurance Planning Process
Identify Gaps
You may already have insurance policies in place, and we’ll make sure to analyze those and identify potential gaps in your coverage.
Partner with a Trusted Broker
We partner with a broker to help you with the technical aspects of purchasing the insurance and conducting necessary income verification or medical physicals.
Integrate with Your Plan
We’ll make sure insurance is incorporated into your financial plan, fully integrated into our strategies so you and your family feel prepared and equipped.
coverage that complements your financial plan
It all starts with a conversation with our team. We’ll get to know you and your potential insurance gaps, and from there we’ll integrate it into your financial plan.