INSURANCE SERVICES

Insurance solutions to protect your estate and business.

INSURANCE SOLUTIONS

A holistic approach to wealth management.

We are here to help you and your familiy minimize risk. From life (term and whole) long term care, estate planning, and variable annuties, Rightwealth offers a comprehensive range of insurance solutions as part of our holistic approach to wealth management.

LIFE INSURANCE

Protection with a purpose.

Life insurance payments can help you transfer wealth to beneficiaries on a tax-efficient basis. But did you know they also can be used to fund business succession plans, provide individual supplemental retirement income and offer a tax-free source of income upon the passing of the insured? Among our offerings are term life insurance, universal life, variable universal life and whole life insurance.

LIFE INSURANCE

Protection with a purpose.

Life insurance payments can help you transfer wealth to beneficiaries on a tax-efficient basis. But did you know they also can be used to fund business succession plans, provide individual supplemental retirement income and offer a tax-free source of income upon the passing of the insured? Among our offerings are term life insurance, universal life, variable universal life and whole life insurance.

ANNUITIES

Grow your own way.

Life insurance payments can help you transfer wealth to beneficiaries on a tax-efficient basis. But did you know they also can be used to fund business succession plans, provide individual supplemental retirement income and offer a tax-free source of income upon the passing of the insured? Among our offerings are term life insurance, universal life, variable universal life and whole life insurance.

ANNUITIES

Grow your own way.

Life insurance payments can help you transfer wealth to beneficiaries on a tax-efficient basis. But did you know they also can be used to fund business succession plans, provide individual supplemental retirement income and offer a tax-free source of income upon the passing of the insured? Among our offerings are term life insurance, universal life, variable universal life and whole life insurance.

LONG-TERM CARE INSURANCE

Live longer, live better.

Speak with your advisor about creating a specific funding plan to prepare for the potential of you and/or your spouse experiencing a long-term care event. We offer LTC insurance solutions for home care and facility care alike, as well as asset-based long-term care solutions and life insurance with long-term care payout riders. The latter two options give you the flexibility to leave money to heirs and use the insurance death benefit to pay for long-term care assistance on an income tax-free basis.

LONG-TERM CARE INSURANCE

Live longer, live better.

Speak with your advisor about creating a specific funding plan to prepare for the potential of you and/or your spouse experiencing a long-term care event. We offer LTC insurance solutions for home care and facility care alike, as well as asset-based long-term care solutions and life insurance with long-term care payout riders. The latter two options give you the flexibility to leave money to heirs and use the insurance death benefit to pay for long-term care assistance on an income tax-free basis.

ESTATE PLANNING

Building a lasting legacy.

One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.

Having an estate plan to control the distribution of your assets benefits everyone – you, your family and the causes you care about – and can help mitigate potential pitfalls in the future. Our experienced team has the resources to assist your attorney and CPA with a personalized plan that not only protects your assets but also helps you share your wealth with the people and charities you care about most.

ESTATE PLANNING

Building a lasting legacy.

One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.

Having an estate plan to control the distribution of your assets benefits everyone – you, your family and the causes you care about – and can help mitigate potential pitfalls in the future. Our experienced team has the resources to assist your attorney and CPA with a personalized plan that not only protects your assets but also helps you share your wealth with the people and charities you care about most.

TAKE THE NEXT STEP

Step in the right direction.

Contact us to learn how we can help you achieve your financial goals.

Contact Us