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Insurance Planning

Protecting your family from the unexpected

Protecting your family from the unexpected 

You’ve worked hard to get where you are today, and it didn’t happen by accident. Ensuring the protection of this hard work and wealth accumulation is paramount to us. Through our dedicated experts and team-based approach, we are able to offer you a comprehensive insurance plan and solution designed to meet your unique needs.

Our objective

The main objective of insurance planning is two-fold: 

  1. Identify and analyze the key risk factors in your life or within your business
  2. Find the proper solution and coverage to attain peace of mind if identified risks come to fruition

With insurance planning and solutions in place, the chances of fully or partially recovering from unexpected losses is assured. 

Three ways insurance planning can benefit you

As an essential component of our Total Wealth Plan approach, insurance solutions are discussed and proposed to help safeguard everything you have worked so hard for. Insurance provides individuals, families, and businesses with three key benefits:  

  1. Protection: Custom solutions designed to help protect your family, business, and your finances from the impact of certain unexpected events 
  2. Optimization: Get the most out of your hard-earned wealth. Our insurance specialists can help minimize, defer, or offset your tax liabilities.
  3. Solutions: Many families and businesses have extremely personal and complex legacy issues. We are here to listen and propose solutions to help solve these issues.

Insurance solutions designed for you

Having insurance is crucial, but what is more important is ensuring that the solution is appropriate for you. Every individual, family, and business has different risks that need to be mitigated through insurance protection. There is no “one-size-fits-all” solution. A plethora of unique factors and variables must be taken into consideration when finding the most appropriate solution for you.

It’s also critical that your insurance planning be adaptable and fluid. As your life and business change, so should your insurance planning. You need to be proactive to ensure all your newly identified risks are covered, and ones that are no longer present are removed. 

Protecting you, your family, and your business against unexpected events is a critical aspect of wealth management. At Verus Financial, we have a genuine group of insurance experts that take the time to listen and analyze your unique situation. They then work to find solutions to protect against the risks prevalent in your life. If you’re looking for protection against certain risks in your life or business, contact us.

Let us help you create the life you’ve earned. We have the expertise required to navigate life’s trickiest transitions and create enduring family legacies for generations to come.

From personalized investment portfolios to in-depth financial planning to nurturing your business transition; we provide the expert advice and holistic wealth management you need to feel confident in your family’s future.