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.