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Insurance Planning

Life, Disability Income Insurance, and Annuities

Creating a long-term financial plan which depends on years of future earnings to complete is deeply flawed without providing for insurance to replace earnings lost in the event of an untimely death or disability. The income replaced by insurance may help assure that your financial goals are accomplished. Without this vital insurance coverage, debts may go unpaid, property could be lost, and you or your survivors could be left without adequate income. Another risk to financial success is the high cost of care for chronic illness. And finally, there is the danger of simply living too long and running out of money.

We offer nearly every form of life, disability, and long-term care insurance available as well as a comprehensive selection of annuities from over 40 highly rated insurance companies to mitigate these risks. We are truly an independent firm. We are not tied to one company or program. Our independence allows us to offer our clients additional planning options and greater flexibility in the selection of products that can help enable them to reach their personal and financial objectives.

If insurance products are in your best interest, we may sell such products to you under a separate agreement which fully discloses commission payments made to us. We offer nearly every form of life, disability, and long-term care insurance. 

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You deserve the satisfaction that comes from wise preparation. Let Applied Financial Strategies help you prepare for whatever the future may hold.

Thank you!