Having proper insurance planning is a critical component of your overall financial strategy. Proper insurance planning can offer security and peace of mind should something happen that would prevent you from providing for your loved ones. One of the greatest gifts you can give those dearest to you is to ensure that they will always be provided for financially.
Our advisors at SummitWealth Partners are experienced and ready to help you secure your family's financial future. Based on your specific needs, SummitWealth Partners can offer you insurance solutions in the areas of:
SummitWealth Partners has a unique advantage in the insurance world due to our access to the Equitable Network. Through our insurance brokerage affiliate Equitable Network, our financial professionals have access to the products and services of a wide variety of leading companies. This translates into extensive choices for our clients and the ability of our financial professionals to find the exact product that matches the goals and needs of those clients. Some of the companies within the Equitable Network include*:
*Represents a partial list of companies, subject to change.