6370 Brockton Avenue
Preparing for the unexpected is one of the most important aspects of financial planning, but it can also be one of the most complex. Determining how much coverage you need to protect loved ones in your absence, supplement income needs in the event of a disability, or protect a business requires specialized knowledge. It also relies on an in-depth and holistic understanding of your financial picture to help ensure the coverage you select is not only adequate for your needs, but represents the best cost-for-value.
At Leivas Tax Wealth Management, we work with even the most complex strategies involving insurance solutions. Our insight goes beyond understanding the specific policy details, the underwriting process, and the intricacies of the various recommended products. We offer:
Variable Universal Life*, Whole Life, Indexed Universal Life, Return of Premium Term Life & Level Term Life for:
Comprehensive, with flexible options for non-cancellable, guaranteed renewable, inflation protection, own occupation, and multiple lengths of protection and waiting periods for:
Comprehensive policies offering shared benefits, home and community care, nursing home, assisted living, adult day care, and care coordination for:
*Investment and financial services are offered by Susan Leivas-Sturner, Spencer MacDougal, Carol Asper, Daniel Boudreau and Charles McManuis through their affiliation with Avantax.
In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.