Since we are licensed to sell insurance, we can obtain insurance quotes and place insurance policies at the clients’ request. This allows us to ensure that our clients obtain the most appropriate policy at the most reasonable price.
We believe insurance should be used for risk coverage. We do not believe in insurance as an investment vehicle. We are not licensed, nor is it our intention, to sell variable annuities or variable life policies that many advisors use as part of a client’s investment strategy.
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