Insurance Planning

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:

  • Life Insurance
  • Disability Insurance
  • Long Term Care
  • International Underwriting

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*:

  • AIG/American General
  • AIG/United States Life Insurance of New York
  • Allianz
  • Aviva Life and Annuity
  • Banner Life Insurance Company
  • Genworth Life and Annuity Insurance Company
  • Hartford Life
  • ING/ReliaStar of New York
  • Integrity Life
  • Jackson National
  • John Hancock, USA
  • John Hancock Life Insurance Company of New York
  • Lincoln Life
  • Metropolitan Life/MetLife Investors
  • National Integrity
  • Nationwide Life Insurance Company
  • North American Company for Life and Health Insurance
  • Pacific Life
  • Principal Life Insurance Company
  • Protective Life
  • Prudential
  • Security Mutual Life Insurance Company
  • The Standard
  • Sun Life Assurance Company of Canada
  • Transamerica Life
  • United of Omaha
  • William Penn Life Insurance Company of New York

*Represents a partial list of companies, subject to change.