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Insurance Optimization Services for You and the Family
Make informed decisions now to ensure you and your loved ones are protected from life's
unexpected events. Collaborate with our planning team to assess your current status and receive the
guidance needed to effectively manage risks to your financial plan.
How It Works
Ensure your family is well-protected with our comprehensive Insurance Optimization Services. We evaluate your current insurance policies, identify gaps, and adjust coverage to provide the best protection at the most cost-effective price. Our financial advisors will:
Evaluate your current insurance policies.
Review your existing employer-sponsored life and disability insurance coverage.
Prepare and present any proposed changes, such as increasing your insurance coverage or obtaining new policies.
Conduct a comprehensive analysis of your current risk exposure, examining each type of insurance (e.g., life and disability insurance to determine necessary income replacement, home insurance to assess replacement cost).
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Be Proactive with Your Risk and Coverage Needs
After completing a comprehensive review of your needs, Selecta will help you actively monitor your insurance
coverage. If you experience major life changes, such as moving or a change in employment status, contact a
Selecta advisor to understand how these changes might impact your insurance coverage.
More Services
Contact us today to get a free consultation
Contact us today to learn more about how our accounting services can benefit your business. We look forward to hearing from you and helping you achieve financial success!
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