An integral part of your financial well-being is insurance: Your assets should be properly protected for you and your loved ones. Our in-house team works with a number of different insurance providers to identify the best coverage for you, based on your unique situation.
Planning for your loved ones
Insurance planning is about providing a sense of security and reassurance for those you love. It can also be a crucial tool for managing life’s unpredictability.
As we plan for current and future financial security, we can also employ safety nets to protect our loved ones, our financial plans, our estate, and our health from unforeseen life events. These can take many forms: unexpected death, disability, long-term illness, unanticipated income loss.
The MA Brokerage Solutions insurance experience
Our Central Service Team reviews your current insurance coverages to identify what you currently have, and how it fits into your financial plan. The review is conducted to identify any potential gaps and to make sure optimal protection is in place. If your current coverage protects your needs, no changes are necessary.
Alternatively, if your existing coverage is not adequate, our insurance specialists can identify options for additional coverage. They will review existing policies, evaluating your goals for the future alongside your investments. Our insurance specialists then review current protection measures, identify areas for discussion, and recommendations specific to your needs.
The insurance research and analysis process
How do we evaluate potential insurance options to determine the best coverage for you? The process begins with a conversation, which helps us learn more about your financial goals, risk tolerance, and current insurance protection measures. We also discuss scenarios in which suboptimal insurance planning could potentially prevent your family from achieving financial security, confidence, and freedom.
While there are some insurance industry standards around risk mitigation, every client’s situation is unique.