Protection Planning

Life’s twists and turns teach us to expect the unexpected. Instead of fearing the unanticipated events that could impair your financial situation, it’s essential for you to implement an insurance strategy that identifies potential risks and puts measures of protection in place. The advisors at Leap Wealth Management can help you determine how to cost consciously transfer risk to insurance companies, lessening the consequences of an unforeseen incident. We first take a look at your current coverage and evaluate whether or not you have missed opportunities in the following areas:

  • Life Insurance – Safeguarding a future for your beneficiaries and your business, life insurance replaces lost income with consideration to your estate and succession plans.
  • Disability Insurance – In the event of your inability to work, disability insurance protects your income, enabling you to remain comfortable and in control.
  • Long-term Care Insurance – Should you someday require respite care, adult day care, in-home care, assisted living facilities, or nursing home facilities, long-term care coverage can offset the costs of these expenses.

Utilizing our network of independent insurance agencies, Leap Wealth Management will then weigh your options and find the right product given your situation. Together, we can institute coverage that fortifies your portfolio and prepares you for any road ahead.

Learn more about legacy planning. -> Legacy Planning page