What is Insurance Planning?

Insurance Planning is the review of needs and implementation of insurance contracts to cover off various types of financial risk from a cash flow, income, tax liability, and business ownership perspective.

Should you be using Insurance Planning?

Anyone who wants to mitigate risk associated with loss of income, loss of a key person in a family business, and those who may run into trouble if they or their spouse are no longer able to work should consider planning out their potential risks and insurance coverage needs.