Our team of experienced professionals are educated in the insurance area. We conduct a full insurance analysis to make sure that you have the right coverage for your situation and recommend coverage in areas where you might be vulnerable. For example, we investigate how your life insurance is titled in order to determine that proceeds from the policy do not become part of your taxable estate. As your insurance needs change, and as specific issues arise, we are happy to conduct efficient research on your behalf. Areas in which we have specialization include:
Unlike outside insurance agents, we are aware of your full financial and familial picture, and can help to choose products suitable for your unique situation.
EmVision Capital Advisors and Commonwealth Financial Network do not provide legal or tax advice or services. Please consult your legal or tax advisor regarding your specific situation. If you do not have one, we can gladly find the best fit for you based on our partners we work with.
The Financial Advisor (s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate and not offered through Commonwealth.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
2025 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2025 based on data from March 2023 to March 2024. 11,674 Management Teams were considered, approximately 5,300 teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3s5r8z87.
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