The Bigger Picture

  • Life: Life Insurance is about covering life-changing events. It can provide financial support, help with lifestyle changes and assist with expenses in time of need. If you’re unsure about how much coverage you might need, ask iPlan and we will be glad to help.
  • LTC: Your financial plan is most likely designed to help you save for years in retirement. To protect your savings, iPlan can show you how you might use long-term care to protect your assets should the need arise for you or your loved ones.
  • Annuity: An annuity can provide protection for your income as well as investment flexibility in the event of a market loss as well as opportunities for growth. If security is your blanket, iPlan can discuss whether or not an annuity is right for you.