CCR Wealth’s Insurance Services
CCR Wealth provides a comprehensive suite of insurance services, including:
Analysis of Existing Life Insurance
Evaluation of Life Insurance Needs
Long-Term Disability
Care Review
Long-Term Care
Insurance Insight
CCR Wealth’s Insurance Specialist Insight
Your life is important, and planning for what happens afterwards can be even more important. We’ve curated a list of services from our experienced advisors where you can be assured you, and your loved ones, are taken care of.
Life Insurance
CCR Wealth has developed a systematic process to help determine the best protection for you and your family. When analyzing insurance, we evaluate whether:
- Your current benefits are appropriate
- Your current and projected premiums are cost-competitive
- There are any life events or health changes that could affect insurability
- Policy ownership is properly titled to avoid estate or tax problems
- Your beneficiaries are properly designated
Disability Insurance
The ability to earn income is key to most financial plans and strategies. We evaluate disability insurance carefully, asking if:
- The benefit is appropriate for current income and future increases in earned income
- The policy language is appropriate for your occupation and needs
- An employer-sponsored group disability policy is in place
Long-Term Care
With increased life expectancy and continued advances in health care, long-term care insurance is another important component of a comprehensive wealth management plan. We analyze:
- Your potential insurance needs, including monthly benefits and benefit period
- Other assets that can be utilized for care
- The average cost of care in your geographical area
- The availability and cost of long-term care insurance
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