Our step-by-step insurance planning strategies provide clients with the peace of mind that comes with knowing the people they care about most will continue to be financially secure well into the future.
1. Goal Connection Experience™
During our initial conversation, we strive to establish what type of financial legacy you would want to leave behind for your family. Before any solutions are considered, it is critical to understand what your expectations are and how they tie back into your goals. We also aim to discover what is most important to you and what has driven your insurance decisions in the past.
2. Current Insurance Review and Needs Analysis
We will establish what your true need for insurance is, both now and in the future. All current in-force policies will be analyzed for best fit with your goals. If any new insurance is needed, we will offer proposals using our independent market search tools.
3. Proposal Presentation & Implementation
Once we gather all the data, we will meet and present all the options available based on your need, availability, health, and cost. By providing you with impartial analysis and research, you will have the confidence to make intelligent decisions that align with the protection goals that are important to you and those close to you.
4. Periodic Review
As with any financial decision, periodic review is critical to your strategy meeting ever changing needs for insurance coverage. Insurance, like all other financial decisions today, must be dynamic and able to adjust to changes in personal or financial conditions. In addition, we want to be able to take advantage of improvements in coverage design as the marketplace evolves.
Contact Strategic Financial Management today to see if we can help address your financial protection needs.