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InsuranceThe craft of designing an insurance portfolio hinges on properly identifying your needs. Insurance is an important tool—a funding mechanism to satisfy a need or objective, be it asset protection, income protection, transfer of wealth, or protecting your family. Our challenge is to evaluate different insurance products and mechanisms, and their various cost/benefit structures, in light of your overall strategy. Weston Wealth Strategies independently represents over fifty companies in fifteen states, and upon completing your evaluation, we can design an insurance portfolio that efficiently and effectively serves your needs. Life insurance
Health insurance
Long-term care insurance
Disability insurance
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Tools This estimates individual pay tax-free benefits under recent Berkshire Guardian ProVider Plus Disability Insurance guidelines. Enter your annual earned income to find what limitations may apply to your disability insurance benefits. The National Association of Insurance Commissioners (NAIC) provides tables for mortality and life expectancy. These tables are used in calculating minimum nonforfeiture values and policy reserves for ordinary life insurance policies. Health Insurance Links
Here are links to health insurance provider websites. You may visit these sites to find plan doctors, download forms, and get other information. |
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