Even if you are a planning savant, life tends to throw curveballs that no one sees coming. If such a curveball impacts your ability to work or save money, it can be devastating for you and your family. That is where insurance comes into play. At Summit Group, our insurance planning services help you face the unexpected with confidence.
Our in-house financial planning team can help you assess your current insurance policies, estate plans and financial plans. With a risk management assessment, you can identify and fix areas of your planning that need fortification or updating in case of an unforeseen event. Every individual has different needs, but with insurance, it is a good idea to have protections in place before you need them. Common insurance policies that you may require could include the following:
• Home insurance• Car insurance• Life insurance• Long-term care or disability insurance
A carefully crafted insurance plan is an important part of a good estate and retirement plan. If you are unsure about how well you are covered under your current policies, our financial planning team can review your plans and help you understand how they may affect your current financial goals.
Now is the perfect time to get your insurance policies up to date with your needs and objectives. Schedule an insurance review with our financial planning team at Summit Group by calling 601-982-8221 or by contacting us online.