Insurance Services Highlights
Our investment approach is a consultative one and includes the following tenets:
Needs Analysis: Assessing the client’s financial situation, goals, and family obligations to determine the appropriate amount and type of life insurance needed.
Policy Selection: Advising on various types of life insurance policies, such as term life, whole life, universal life, and variable life insurance, based on the client’s needs and financial goals.
Product Comparison: Comparing different insurance products and providers to find the best policy in terms of coverage, cost, and benefits.
Underwriting Assistance: Helping clients understand the underwriting process, which includes health assessments and other factors that may affect premiums and coverage.
Ongoing Reviews: Regularly reviewing and updating life insurance policies to ensure they continue to meet the client’s needs as their life circumstances change (e.g., marriage, having children, changing income levels).
Beneficiary Designation: Advising on how to designate and update beneficiaries to ensure that the death benefit is distributed according to the client’s wishes.
CANE Experts
Highlighting a CANE team member that excels at Insurance Services:
Lawrence A. Whalen II
Director of Insurance Operations
Ben Comer, CFP®
Insurance Product Leader
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