Preserving Your Family's Estate and Financial Future
A comprehensive insurance program is an essential element of a well constructed estate plan.
We can incorporate the best legal planning for you, but without an adequate insurance program to back it, we would be providing you with just part of the solution.
Our experience as insurance professionals has shown that many people that we meet have old, inadequate and/or sometimes obsolete policies to suit their needs. For example, if your home is in a revocable living trust, your insurance company probably does not cover your home from liability. It’s imperative, in our minds, that you get a second point of view!
Take advantage of our complimentary offer to review your insurance program. While reviewing your assets we will evaluate and assess your current insurance policies to provide you with comprehensive advice to determine if the various components of your insurance program are optimal. Our group of agents are licensed to assist you with all types of insurance, including:
• Life Insurance
• Long Term Care Insurance
• Disability Insurance
• Health Insurance
• Liability Insurance
• Automobile Insurance
• Property and Casualty Insurance
Why use Estate Protectors for your Insurance Needs?
We are an Independent Brokerage Agency: Being independent, we represent several financially sound, reputable insurance companies, not just one. With access to many leading insurance companies, we make buying insurance simple and convenient. With more companies, we are able to offer more choices for our customer. Why buy your insurance from a bank that has a insurance company or two with a handful of options?
We use a Comprehensive Estate Planning Approach
Our approach to Estate Planning and Asset Preservation provide you with a multitude of services. After reviewing your estate, including financials, policies, legal documents and debt, we provide you with comprehensive and multi-dimensional advice to make informed decisions. With your consent, our team then follows through with the plan that we have created that provides you and your family with the asset protection you are looking for
Managing the Plan
Once our planning is in place, we will continually be there for you to manage all aspects of your estate and insurance needs. We communicate with the other professionals that are participants in your planning and oversee the whole program. This saves you time, keeps the whole program cohesive and efficient. Most importantly you will have the peace of mind knowing that your estate is protected!
Please fill in the contact information for a call from us to schedule a complimentary insurance program review for a complimentary policy review.
Licensed in 4 States:
Arizona Lic# 11449017 | California Lic# OD19373
Oregon Lic# 3391633 | Utah Lic# 623810
Is your family and wealth exposed?
There is an insurance policy for just about any kind of exposure.
Estate Protectors are experts at