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Insurance Planning

I will help you evaluate your insurance needs and research the best and most affordable solution for you.  

Insurance planning is a critical component of a comprehensive financial plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks. The principal goal of insurance planning is to identify and analyze risk factors in life and seek proper coverage to attain a peace of mind if disaster strikes. Therefore, insurance is an economic device transferring risk from an individual to a company and reducing the uncertainty of risk.

 Appropriate plans for YOU: Carrying insurance is crucial, but the most important aspect is carrying the appropriate type of insurance. Each person has different insurance needs tied to his/her unique situation, age, health, family structure, economic status, possessions, assets, and many other factors. There are several forms of insurance and there is no "one size fits all". (This is why we need the insurance planning!) Also, any major change in life requires an immediate review of insurance planning to make sure the protection remains adequate. Source:

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