Providing reviews of existing insurance and access to the premier carriers in the industry is just another part of our practice.
Risk management strategies are an important component of a comprehensive wealth management plan. Over time, an individual or family’s insurance coverage can become misaligned with their actual needs.
As GCD prepares your GCD Financial Life Planner (FLP), we will assess your current insurance coverage and suggest other methods to help you evaluate needs and review policies, including life, long-term care, and disability insurance. We can then recommend companies able to provide appropriate, cost-effective coverage or work with your current insurance agent to achieve similar results.
For an initial assessment, complete this Insurance Questionnaire. Click here to see more detailed information about insurance in general.
Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.