Insurance Strategies

...including considerations for your estate and business plans.

Personalized Guidance for Your Peace of Mind

Having appropriate insurance coverage ensures that your family will be provided for. The right coverage can protect your family and legacy by providing for needs like college and retirement, helping to settle debt and the transition of your estate, as well as business buyouts and transitions. Then, through our broad network of providers, we’ll tailor a custom insurance plan that provides for the continuation of your financial plan and legacy.

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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Our Financial Team has years of combined experience, and we're here to help you through your financial journey. Reach out today.

Check Out the Latest CCR Insights

CCR Wealth’s team of experienced professionals work together to create insights, provide original analysis, simplify complex financial topics and answer your questions. This collection of CCR Wealth-created and curated videos and written commentary drills down to the essential information you need.