Insurance Planning

Planning for Future Risks
Insurance planning may not seem related to financial planning initially, but it’s an important part of protecting against potential risks. One or two unexpected situations can quickly derail a financial plan, so we help our clients secure policies to safeguard their assets – and loved ones – if life throws them a curveball.
At DBHW Wealth Partners, we work with clients to determine their insurance needs and secure appropriate coverage for their unique situations.
Business Life Insurance
Business owners have access to our team for common life insurance policies used by business owners. Whether the life insurance is used to protect the owner (or owner’s spouse/family), the business or a key person (key-man), the advisors at DB Tax and Wealth have access to most insurance companies to provide a competitive solution.
Disability
Injury and Illness are more common than death in the United States. Disability Insurance protects your income in the event of illness or injury. You may have access to Disability Insurance through your employer, turn to the expert advisors of DB Tax and Wealth to have your coverage reviewed.