Insurance planning is the process of analyzing what types of insurance are needed for the protection of a person’s assets and ability to create assets. You can insure virtually anything these days, including Dental, Health, Disability, Life, Long-Term-Care, Medicare, Home and Car insurance. Uncommon things can also be protected, such as a person’s voice, legs, and hands. Insurance planning is a critical component of a comprehensive financial plan.

Insurance Planning & Risk Management | Personalized Insurance Agency

Your Personalized Insurance Agency

At Association Financial Services, we advise our clients on growing and protecting their wealth. Proper risk management and insurance planning are necessary to your financial success. Insurance services provided by Association Financial, LLC, an affiliated company.

Our financial professionals will help you in determining your insurance needs, run comparisons, and quotes. We represent many of the finest insurance companies with ratings of A- and higher.

  • Annuities
  • Dental insurance
  • Disability insurance
  • Health insurance
  • Life insurance
  • LTC – Hybrid Life-Long Term Care insurance
  • Medicare insurance
  • Property & Casualty insurance.

Association Financial, LLC, and Association Financial Services, LLC, can provide you with a wide range of advisory services (whether fixed or variable investments), including:

  • Annuity selection (fixed or fixed-indexed)
  • Assistance in deciding when to buy and sell your investments
  • Review of insurance and investment portfolios, as well as transferring assets or qualified plan rollovers
  • Individual bond, commodity, equities (stocks), ESG stocks, Exchange Traded Product (ETP), investment trust, and REIT selection
  • Strategic asset allocation strategies including re-balancing
  • Attorney and CPA services
  • and much more.

Contact us here for more information.

Investing in securities involves risk of loss that clients should be prepared to bear.