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Insurance Planning

Insurance protects your family’s lifestyle, business interests, retirement and estate.  At Universal Wealth Management, we work with independent insurance professionals in life, health, disability and property/casualty areas, as independent agents and in a consultatory capacity to assist our clients in determining the following:

  • Protecting Your Loved One with Life Insurance
  • Creating an Estate Plan with Life Insurance
  • Estimating your Life Insurance Needs
  • Long-Term Care Options
  • What Type of Life Insurance is Best for You
  • Financial Impact of Disability
  • Individual and Group Health Insurance
  • Disability Income Insurance
  • Individual and Group Medicare Health Insurance

We will determine the answers to these important questions by conducting a review of your existing policies and comparing the provisions with your needs.  We present all clients with a summary of our suggestions and, if desired, coordinate any changes for the client at no additional cost.  The primary benefits of this process are simplification and peace of mind.  Our advisors may or may not participate in any commissions paid in the event of changes in coverage.  This is disclosed to clients beforehand.  

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