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Guiding You to Financial Freedom

Insurance Planning

At Summit, Insurance Planning is typically part of a bigger picture. As an independent company that represents more than a hundred insurance providers, implementing the ideal plan in coordination with the other elements of your comprehensive financial plan is one of our unique strengths that helps clients to achieve their financial goals.

Our insurance products, services and strategies include:

Life Insurance/alternatives/company evaluations
Disability Income Products
Long Term Care Insurance Planning
Second-to-die Insurance
Term, Whole Life, Universal Life, Variable Life
Business Buy-Sell Insurance
Business Overhead Insurance
Group life, disability, health insurance
Disability Buyout
Split Dollar/Deferred Comp/Key Person
Property and Casualty-Review and recommendations
Annuities
Insurance alternatives for those who are uninsurable
Rated products review