Insurance Services

No matter what stage of life you’re in, insurance is an important product to have in place. Sarasota Wealth and Tax Advisory offers insurance planning and services that can help your needs.

Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing company; not guaranteed by any bank or the FDIC.

Life Insurance

Does life insurance even make sense in this stage of life? We believe there isn’t a more efficient way to transfer wealth and plan a legacy than with life insurance. It takes pennies on the dollar to add this generally tax-free death benefit to surviving spouses and loved ones.

Long-Term Care Insurance

Long-term care insurance helps protect you from heavy financial burdens if you or your spouse is unable to perform standard acts of daily living (i.e. walking, using the bathroom unaided, bathing, etc.). The last thing you should have to worry about in a long-term health crisis is the financial cost. We provide comprehensive reviews of your current long-term care insurance and provide options for hybrid products that include both long-term care protection and wealth preservation.

Insurance planning options in Sarasota, FL

Insurance planning options in Sarasota, FL

If you have questions about your life insurance, long-term care, or other insurance products, let us know! Sarasota Wealth and Tax Advisory is here to help you find the solutions and strategies for your insurance needs. Fill out the form below to get started: