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Insurance Planning

Insurance Planning to Promote Peace of Mind

Insurance shields your financial well-being from the impact of injury, illness, and mortality. When you're affected by these adverse events, having comprehensive insurance policies in place provides peace of mind as your family faces life's challenges. North Point Wealth Management offers insurance planning services to determine the appropriate level of coverage based on your needs, lifestyle, and financial goals.

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Why Buy Insurance Coverage

A strong insurance plan shifts the monetary risk of a potentially devastating event from your family to a third-party insurance provider. After you purchase your policies, our team will review your coverage regularly to make sure it remains adequate and affordable for your financial situation.

Areas of Specialty

The advisors at North Point Wealth Management can guide you in important insurance planning avenues such as:

  • Life insurance: Term and whole life policies that provide for your beneficiaries when you're no longer able to do so, with flexible options such as installment, lump sum and annuity payments
  • Disability: Coverage to replace your income in the event of an injury or illness that prevents you from working for weeks, months or years
  • Long-term care: Policies that pay for the cost of skilled nursing care and other assistance either at home or at a live-in facility

Find out more about how the right insurance can support your overall financial planning goals. Schedule a consultation with an advisor at North Point Wealth Management today.

*Guarantees are based on the claims paying ability of the issuing insurance company.

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