Insurance Planning and Policy Review

Insurance planning is a critical component of a comprehensive financial plan

The principal goal of insurance planning is to identify and analyze risk factors in life and seek proper coverage to attain a peace of mind if disaster strikes. Failing to manage risk properly can jeopardize your financial future. That's why smart financial planning evaluates the various levels and types of insurance you carry to make sure they're aligned with your overall goals and needs. 

We utilize the following insurance strategies:

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Annuities

Because GENESIS Wealth Management has no proprietary products to sell, we have the freedom to offer you thoughtful financial guidance and investment recommendations when selecting an insurance policy for our clients.

Download our Long Term Care Insurance brochure

Download our Variable Annuity brochure

Download our Fixed Index Annuity brochure


Life Insurance Planning Report

Your Life Insurance Planning Report Sample --- Life Insurance Needs Analysis

Our Process

Survivor Costs Report

Our History

Survivor Portfolio Assets Report

Our Values

Life Insurance Gap Analysis Report

Life changes quickly; that's why it's important to periodically evaluate your financial and life insurance needs

When was the last time you looked at your life insurance policies? How long ago were they purchased? Have there been any changes in your life or financial plans that might affect the amount of insurance coverage you desire?

An insurance review can help you make sure your policies fit your current goals and financial plans. Your family's financial future is too important to leave to chance.

Getting Started

If you answered "Yes" to any of these questions, please contact us to review your current life insurance policies today.

Schedule Your Insurance Policy Review Meeting

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