Get the most
out of your insurance dollar.
Our experience in reviewing and making sure a client is maximizing their insurance dollar has been an important part of wealth management over the years. Life insurance, homeowner’s insurance, auto insurance, disability insurance, medical insurance, key man insurance, and the list goes on.
Most policyholders have no idea what their policies actually cover. Insurance is a practical purchase at many life stages. A first child. A new home. A business partnership. But these policies get thrown into a drawer and the checks just keep getting written. Insurance is key, not only to security in day-to-day life, but it plays a huge role in estate planning and the related deductions and protections. Our understanding of wealth transfer and business succession as it relates to insurance uniquely positions Wiseman & Associates to deliver excellent results.
Our insurance reviews have helped improve many clients’ portfolios. From addressing simple issues, like correctly documenting a beneficiary, to the complex alignment of coverage and saving millions in an estate plan, Wiseman gives you the edge. Once the Wiseman team makes sure that your policies are on strategy and there are no redundancies, we can also readily uncover savings on your policies. It turns out that these days, life insurance policies have become a commodity and costs have come down due to medical advances, increased life expectancies and stiffer competition. Take advantage of Wiseman’s in-depth knowledge of insurance and wealth management strategies and contact us today for a consultation.
Our partner, Lion Street is a leading national financial services company owned by fiercely independent financial advisors who specialize in financial solutions for high-net-worth individuals, family offices, business owners, and corporate clients.