Life and Disability Considerations
Risk management solutions can take a variety of forms, depending on the risks we want to address. Many of our clients carry large mortgages. Others have debts incurred to get them through school or to finance a business. Business owners may also have a need for life and disability insurance on key personnel.
Many (most) of our clients also have loved ones to care for if they were to die prematurely. Proper risk management can mitigate the taxes due when a loved one dies and can also replace their income for a time, as needed.
Regardless of the circumstances, there’s likely a suitable form of life or disability insurance that can be applied for to fit your budget. The products we offer are flexible, convertible in cases, and we have the ability to offer you choice from a number of different insurers – the firm has contracts with more than 20 companies.
Let’s work together on your risk management. Request an Appointment
Large mortgages for your home
Debts incurred from school or business
Insurance for disabled or vulnerable employees
Wilimek Wealth Advisory Group is proud to have helped countless people through the years. Here’s a handful of the great things they’ve said about how we helped!
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