APIM Insurance Planning Process and Services:
Price and Delivery:
We offer stand alone risk management strategies with Insurance planning for both life and long-term care. This service is included for APIM clients with a minimum of 250 K in AUM in advisory relationship and for comprehensive wealth management clients for no additional charge.
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Comprehensive Insurance Planning
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Life only Insurance Planning
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- Determine Life insurance and long-term care coverage need.
- Analyze and recommend b/w various types of life insurance (term/whole/universal/Variable)
- Customize life insurance for benefit and income needs based on cash flow.
- Tax planning and income planning with Insurance
- Long term care insurance and other funding option analysis
- Impact on retirement planning with types of coverage and amount of premium.
- Legacy planning with insurance
- Price is $2000 Flat fee or $167/month
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- Determine Life insurance coverage needs.
- Analyze and recommend b/w various types of life insurance (term/whole/universal/Variable)
- Customize life insurance for benefit and income needs based on cash flow.
- Impact on retirement planning with types of coverage and amount of premium
- Price is $1000 Flat fee or $87 /month
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*All prices are charged per year.
