You have insurance, but is it the right insurance? If you’re not sure, contact us. At Alloy Wealth, we provide customized insurance plans designed to offer effective protection and peace of mind. We’ll evaluate your current policies and make recommendations. When most people think of insurance, they only consider health and life, but insurance has come a long way over the years.
There are policies that cover long-term care and protection against disability. There’s insurance that allows tax-free wealth distribution, and more. Insurance plays a big role in financial planning because it’s there to protect you from the unexpected. In estate planning, the right insurance can ensure your wishes are carried out and all your financial obligations are met.
Yes, you can buy insurance online but that requires a lot of time and energy. Save yourself the headache and let one of our experts create an insurance strategy designed to suit your specific wants and needs. We’ll be able to check in on you from time to time and adjust your insurance as you experience any life changes like marriage, divorce, or the loss of a loved one.
If you have questions about insurance or would like to schedule an appointment, call 800-689-3935. At Alloy Wealth, we have access to nearly every carrier and every type of insurance available. We’re here to help!