Insurance Management/Planning in Thumb & Tri Cities

During the insurance management and planning process, we work with you to determine the appropriate amount and type of insurance to meet your goals.  With our advanced tools we can illustrate the impact an insurance policy can have on your financial situation in less than a minute, so you’ll know right away if you have too much or too little coverage.

 

Let’s take a look at the three types of insurance we can help you with.

Life Insurance

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Recker Financial does not offer life insurance, and as such we receive no compensation from our insurance recommendations.  This gives clients peace of mind knowing that our recommendations are truly in their best interest.

 

Recker Financial has a relationship with Low Load Life Insurance to help clients implement insurance policies and navigate through the process.  Like Recker Financial, LLIS does not accept insurance commissions, referral fees, or kickbacks. They are appointed with close to 20 companies, so they can definitely help you find a policy that works for you. 

Disability Insurance

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Recker Financial will analyze your disability insurance needs.  It’s interesting to note that one in four 20-year-olds will experience a disability for 90 days or more before they turn 67, according to the Social Security Administration.  

 

Having a solid plan in place can protect the family in the event that this happens to you.

Long Term Care

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At Recker Financial we will discuss how a long term stay can impact your financial plan. We will do an in-depth analysis and make recommendations as to what is the best solution to address this potential risk.

 

Insurance management is an important component of your overall financial plan and as always we use a holistic approach to determine how these three insurance types will impact your goals

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