Insurance Planning

Insurance - whether it's life, disability, long-term care, or property and casualty - ultimately protects your family's future. As we represent and/or have access to over 50 Insurance companies, Schaffer & Company can help you determine your family's complete insurance needs. As your personal advisor, we will recommend select coverage plans designed to fully protect and provide for your family while minimizing your premiums and tax consequences.

Individual Insurance Planning Services

Your Schaffer & Company Financial Advisor can provide you with the guidance you need to select the insurance options that best complement your overall financial planning goals. Your Schaffer & Company advisor can help you understand the benefits available to you through carefully chosen insurance coverage. Our insurance services cover the following vital areas of long-term financial planning:

• Wealth Accumulation and Protection Plans
• Retirement Plans
• Wealth Transfer Strategies
• Liability
• Life & Health Insurance

Exclusive Executive & Corporate Services

As business owners, we understand the value of utilizing select insurance plans to attract, retain and reward valued employees and key executives, to ensure seamless corporate transfer and to provide for corporate liability contingencies. Schaffer & Company Corporate Insurance Services include:

• Business Planning and Benefits Strategies
• Executive Compensation and Benefits
• Employee Benefits
• Life & Health Insurance

As part of your strategic Wealth Management Planning, carefully crafted Insurance coverage can help you avoid the unnecessary sale of assets to pay expenses or taxes. Contact your Schaffer & Company Financial Advisor to request additional information on Schaffer & Company Insurance Planning services.