Property And Casualty
With creative approaches for both individuals and corporations, the professionals of AdventGeneral's Life and Disability practice are focused on maximizing protection, preserving wealth and planning for your future. Our carefully crafted insurance programs include individual life, disability and long-term care plans that are designed to preserve a family legacy, or attract, retain and reward key employees.
We provide strategic services to support:
- Policy portfolio review and analysis
- Liquidity planning
- Wealth preservation planning
- Income replacement and protection
- Long-term care planning
- Life Settlements
- Individual health insurance
- Medicare planning
Comprehensive, personalized process
We work closely with clients to gain an understanding of their needs, and then develop innovative programs, using insurance when appropriate as a funding vehicle to reach their goals.
Skilled professionals
Our professionals use their extensive experience in life and disability planning to develop creative solutions and effective strategies tailored to your specific needs.
Team approach
Each client is represented by a team of specialists that is directed by a principal of the firm.
