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Insurance for Life, Health, or Variable Annuity

Your financial plan requires more than investment management.  Insurance and estate planning are critical pieces that you will want to discuss with your financial advisor.

Custom and holistic financial plans for Executive Wealth Management clients consider individual risk management needs, life insurance, guaranteed income, long-term care, and strategies to reduce tax liabilities.

As we work through each client’s financial plan, some of these needs can be met through qualified insurance products. Many Executive Wealth Management Private Wealth Advisors are also licensed insurance agents, qualified to help you understand when and if these products are right in your situation.

When insurance makes sense for your financial plan, your EWM financial advisor will assist you in choosing the proper levels and types of insurance available to you.

For more information on our insurance certifications and options for Life, Health, and Variable Annuity, call or contact us at Executive Wealth Management today.