Insurance is a vital part of any solid financial plan.
Planning for retirement involves much more than saving enough to maintain your lifestyle. It also involves making sure you have the right insurance policies to protect your assets in times of crisis or emergency.
Planning Bucket’s professionals understand the importance of insurance products to a proper financial plan. They are experts in tailoring an insurance product to protect and complement your financial goals.
Let Us at Planning Bucket Help You Find a Financial Advisor to Help Meet Your Financial Goals
Our advisors specialize in the following insurance products:
- Life insurance—Life insurance is for everyone, but it’s mainly suggested to people who have someone who depends on them financially. The type of life insurance you need depends on your specific situation. For example, some people opt for permanent life insurance, such as whole life or universal life, while for others, term life insurance is enough to cover themselves and their family.
- Disability insurance—If you become injured or sick, disability insurance can cover part of your income for an extended period of time. This type of insurance is not just for those who work in high-risk fields – it is for anyone who works for a living.
- Long-term care insurance—Long-term care insurance covers services not generally covered by regular health insurance. For example, this insurance covers the services required by those with a disability or chronic medical condition, like Alzheimer’s disease or dementia.
- Health Insurance – Health insurance is a complicated product and the need for professional guidance when selecting coverage is crucial.
Talk to the one of the recommended professionals at Planning Bucket if you are based in North Carolina for more information about your insurance options.
Planning Bucket connects clients with insurance advisors in Central and Western North Carolina, including Asheboro, Burlington, Chapel Hill, Charlotte, Concord, Greensboro, High Point, Huntersville, Kannapolis, Lexington, Matthews, Monroe, Reidsville, Winston-Salem, Asheville, Boone, Brevard, Dobson, Elkin, Hickory, Morganton, Mount Airy, Sparta, Statesville, West Jefferson, and Wilkesboro.