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Insurance Planning

Insurance is the protection of assets from financial loss and is a form of Risk Management in which the policy owner (you the client) transfers the majority of potential financial loss or protect your ability to produce income to an insurance company. For example, if a loss is big enough that you do not want to cover it from your own assets or it would pose a challenge in efforts to preserve wealth then the use of insurance solutions and risk transference is recommended.

GuidePoint works with individuals and businesses in the analysis and evaluation of risk exposures and works with various insurance companies to find the most suitable type of insurance solutions for your situation.

  • Death 
  • Disability 
  • Poor Health 
  • Unemployment 
  • Outliving one’s capital
  • Buy Sell Agreement 
  • Key employee 
  • Split dollar 
  • Business overhead expense

Insurance is a dynamic, ever changing, and complex solution that is impacted by many factors, for example: 

  • economic conditions
  • incorrect beneficiaries on file
  • medical conditions
  • outdated coverage amounts that do not meet current needs
  • new products with features
  • changing financial condition of insurance companies
  • lower cost solutions offering increased benefit options

As a result, GuidePoint offers a no obligation, objective, and unbiased policy review of your current insurance portfolio to verify it is properly aligned to your current and future needs.

GuidePoint Private Wealth Management, PLLC is independently owned and is not affiliated with any insurance companies. 



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