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Insurance

Insurance

While you may already have insurance coverage, it’s always beneficial to review your policies and ensure all of your needs are covered. It only takes a few minutes to determine whether you and those you love have enough coverage. 

To learn more about our insurance options and protecting those you care about, contact us to schedule a no-obligation appointment today!

SCHEDULE APPOINTMENT

3Rivers can help you review your current policies and determine whether you may benefit from additional insurance options to address issues including:

Personal Concerns:

  • Death before loan/debt repayment can be finished
  • Spouse outliving a life-only pension plan
  • Death before reaching personal financial goals
  • Retirement funding for spouse, child’s education
  • Tax-free income
  • Disability Insurance
  • Long-term Care Insurance

Family Concerns: 

  • Death of a primary income earner
  • Final expenses
  • Dependent income
  • Education
  • Family goals
  • Support of parents
  • Wealth transfer/preservation

Business Concerns:

  • Death of a partner or co-shareholder
  • Death of a key employee
  • Loss of a key employee to a competitor
  • Liquidity of the business in the event of an owner’s death
  • Special situations (e.g. stock repurchases, fund retirement benefits)

 

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