BROKER CHECK BY FINRA

Kestra Client Log-In

Wealth Preservation Solutions

Helping Business Owners and Families Accumulate and Preserve Wealth

Menu 
  • home-icon-15
  • Services Overview
  • The Candid Snapshot
  • Upcoming Events
  • Articles & Videos
  • About Us
  • Contact Us
  • Estate Planning and Asset
    Protection
  • Investment
    Planning
  • Retirement
    Planning
  • Exit
    Planning
  • Business Succession
    Planning
  • Insurance
    Planning
  • Benefit
    Planning
Home » Services Overview » Insurance Planning

Insurance Planning

wealth-web-insurance-4-2016

Our Insurance Planning Process

We have no allegiance to any insurance company. Whether you need life, disability, long term care or any combination thereof, we work to negotiate extremely competitive rates from financially sound insurance companies, using our extensive experience and contacts.

  1. 1Confidential Fact Finder

    Gather Information

    • Medical history
    • Financial data
    • Personal data
    • Existing insurance
    • Trust accounts
  2. 2Medical Records

    Gather Medical History

    • Obtain records from physicians visited over the past 3 to 5 years
    • Match medical history with suitable insurance companies
  3. 3Design Phase

    Develop options

    • Obtain competitive quotes
    • Submit documents and records for underwriter review
    • Secure preliminary offers for review
  4. 4Insurance Blueprint

    Review and Select

    • Review insurance quotes together
    • Consider all strategies
    • Select appropriate strategy
  5. 5Implementation

    Implement chosen strategy

    • Sign formal application
    • Complete medical exam
    • Complete phone inspection
    • Obtain motor vehicle report
    • Fund trust account
    • Issue policy
    • Create Implementation Summary
  6. 6Regular Reviews and Services

    Keep your plan on track

    • Perform general policy services
    • Monitor policy performance
    • Coordinate trust account funding
    • Facilitate premium payment
    • Ensure existing policies are consistent with current needs
Questions? Contact us today

Learn about our
Complimentary Candid Snapshot

The Candid Snapshot

Is Your Wealth Management Plan Working For You?

Learn more about our
Complimentary Candid Snapshot
Get Kevin Ellman’s new book, The 7 Biggest Money Mistakes People Make and How to Avoid Them, and learn how to preserve and grow your wealth! Seven Biggest Money Mistakes People Make and How to Avoid Them: Preserve and Grow Your Wealth by Kevin Ellman CFP

Featured Articles and Videos

  • Finding A Financial Advisor – Part 1
  • Finding A Financial Advisor – Part 2
  • Exchange Traded Funds Part 1
  • Exchange Traded Funds Part 2
  • Exchange Traded Funds Part 3
  • Dollar Cost Averaging
  • Dividends Part 1
  • Dividends Part 2
  • Strategies to Help Maximize Your Money
  • Our Investment Planning Process
  • Estate Tax and Succession Planning After the Cliff
  • Estate and Business Succession Planning

Share this website with friends and colleagues

The Wealth Preservation Solutions Team

  • About Us Overview
  • Dennis J. Amico
  • Kevin Ellman CFP®
  • Paul D. Miller
  • Robert W. Davis CFP®, RICP®
  • Dolores White
  • Susan J. Forman CFP®
  • Carrie Ware
  • Michael Korb
  • Barry Solon
  • Chris B. Szem
  • Robert Pavese, JD

Articles & Videos On Investing

  • Finding A Financial Advisor – Part 1
  • Finding A Financial Advisor – Part 2
  • Exchange Traded Funds Part 1
  • Exchange Traded Funds Part 2
  • Exchange Traded Funds Part 3
  • Dollar Cost Averaging
  • Dividends Part 1
  • Dividends Part 2
  • Strategies to Help Maximize Your Money
  • Our Investment Planning Process
  • Estate Tax and Succession Planning After the Cliff
  • Estate and Business Succession Planning

Services Overview

  • Services Overview
  • Estate Planning and Asset Protection
  • Investment Planning
  • Exit Planning
  • Business Succession Planning
  • Insurance Planning
  • Benefit Planning

About Wealth Preservation Solutions

  • Home
  • Services Overview
  • The Candid Snapshot
  • Upcoming Events
  • Articles & Videos
  • About Us
  • Contact Us

Disclosure

BROKER CHECK BY FINRA

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wealth Preservation Solutions is not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.

All content on this website, including but not limited to articles, images, text, photos, illustrations, and videos is copyrighted and may not be used, downloaded, reprinted, republished, in whole or part, without expressed written permission. For usage permissions, please contact us. We will respond promptly to your inquiry. Thank you.

BERI™ and ODI™ are trademarks of Pinnacle Equity Solutions, Inc. All Rights Reserved.

Copyright 2016 Wealth Preservation Solutions, LLC. All Rights Reserved. | Privacy Policy Website by Atkinson