Phone: 859.543.8188

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Comprehensive Insurance Planning

Preparing and planning for the uncertain events that sometimes occur in life can help make the situations more manageable if they do happen.  We believe life, long-term care, disability and health insurance products are worthy of consideration when preparing for the possibility of these uncertainties.

Life insurance proceeds provide replacement income to your family, can be used to pay off any outstanding debt, and provide funding for your children’s education.

As we get older, our health and ability to care for ourselves without assistance can become a challenge.  We recommend the creation, or review, of a long-term care plan to ensure you have the financial means available to provide the quality of care you need.  A long-term care insurance policy can help cover some or all of the financial burden and can be a part of a sound plan. 

Disability insurance is also something that we, as a firm, believe in reviewing. If you were to become sick or injured and unable to work today, would it be difficult to pay your mortgage or other financial obligations? If you answered ‘yes’, then disability insurance should be part of your insurance plan.

Health insurance is a foundational piece of financial planning.  While most of our clients have access to group health insurance, others have to turn to the individual health market.  The Affordable Care Act has caused many changes to the individual health insurance market. Understanding and navigating, applying correctly for the APTC (Advanced Premium Tax Credit), and the lack of carrier participation in the marketplace are some items we are able to address with our clients. 

For your no-cost, no-obligation term life insurance quote, please click the button below.

Investments & Financial Planning, LLC., 1795 Alysheba Way, Suite 7104, Lexington, Kentucky 40509 | Office  859.543.8188 | Fax 859.543.8242

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Investments & Financial Planning, LLC is an independently owned Registered Investment Advisor.  Securities offered through Securities Service Network, LLC, Member FINRA & SIPC  

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