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Life Protection

The Role of Insurance in Your Financial Plan
Insurance is an important element of any sound financial plan. Different types of insurance protect you and your loved ones in different ways against the cost of accidents, illness, disability, and death.

What Are Your Insurance Needs?
The insurance decisions you make should be based on your family, age, and economic situation. There are many forms of insurance and, unfortunately, no one-size-fits-all policy. Life insurance, for example, is a virtual necessity if you have a spouse and children, but perhaps is less important for a single person. Disability insurance, which provides an income stream if you are unable to work, is important for everyone. Provence Wealth Management analyzes your insurance need and provides the protection that you need. We offer access to the following:

  • Life
  • Disability
  • Long Term Care

What About Other Insurance And Risk Management Issues?
Your total insurance plan does not stop with what we can and cannot offer.  We partner with other professionals in other areas of insurance to help build out your total risk management plan.  If you already have relationships in those areas, we are happy to work with them to make sure we collaborate on what you need.  If you need a vendor for a specific insurance product, we may know experts that can help you.  We do not accept referral fees or any other incentives.