Insurance Planning

Creating a plan for life's most surprising moments
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Asset Protection

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Family Security

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Risk Transfer

Protection of your family’s financial future can be pursued through prudent planning.  This process requires ensuring that your insurance protection is written properly and broad enough with a goal to protect you from life’s unplannable moments.  Life, Health, Property and Casualty coverages should be reviewed regularly to identify potential gaps in coverage and the creditworthiness of the insurance companies.

Frequently Asked Questions

How much Life insurance should I have and which product is best for me?

Life Insurance can be permanent or temporary with the face amount determined by a needs-based approach or by individual preference. Every individual has unique needs, so this is not easy to answer without some conversation.

What areas of my life should I protect with insurance?

Personal and Business should both be protected to the extent that you do not want to retain the risk personally or utilize legal means to shift the risk. We can review your exposures and make recommendations.

How do I know if I’m insured properly?

There is only one way to know for sure. Have your insurance coverage reviewed in detail by an insurance professional that specializes in your industry.

Don't Be Shy

If we didn't answer all of your questions, feel free to drop us a line anytime.

Securities and Advisory Services Offered Through LPL Financial, a Registered Investment Adviser. Member FINRA / SIPC
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Arkansas, Arizona, California, District of Columbia, Ohio, and Texas. Lange Wealth Management is not an affiliate company of LPL Financial.