Insurance Planning

Insurance and risk management resources

Insurance Planning

Like it or loathe it, there’s little doubt that insurance should be an integrated part of any sensible wealth planning strategy.

Kaiser Hoffman’s insurance specialists are able to provide insurance solutions for individuals and families like yours, as well as generational wealth transfer and business succession solutions for corporations.

Our insurance professionals are able to devise custom solutions to accommodate:

  • Benefit programs for company executives
  • Life insurance reviews
  • Replacement income strategies
  • Long-term care expense assurance

By focusing intently on the design, testing and execution of insurance solutions for businesses and individuals with specific wealth conservation, transference or accumulation objectives, we can address the following issues:

  • What kind of and what amount of life insurance is needed to meet your requirements
  • The need to replace income in the event that you should become disabled
  • How to use insurance to mitigate the impact of taxes on wealth you want to transfer to others upon your passing