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Our Consultative Approach to Insurance
One of the key components of any successful financial
plan includes the appropriate use of insurance products.
At OnPath Financial, we not only have access to the top insurance carriers in the industry, but we have the financial expertise to help you determine the solution that is right
for you.
How much life insurance do I need for my family? Is long-term care insurance appropriate for my situation? How should I structure my health insurance to balance the benefits and related costs? How can I cover the illness or death of my business partner? These are the types of questions we help clients answer every single day.
It is this consultative approach to insurance that sets us apart. Our commitment is not only looking for the best value, but also a focus on the appropriateness of the solution.
At OnPath Financial, we provide guidance and products in the following areas:
• Life Insurance
• Long-Term Care Insurance
• Disability Income Insurance
• Health Insurance
• Medicare Supplements including the new Part D
• Group Insurance (Health, Life, Long-Term Care,
Short & Long-Term Disability)
For a list of our available insurance providers,
please click here.
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The registered representatives and investment advisor representatives of LPL Financial that are associated with this site
are registered to discuss and transact securities business in the following states: AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MI, MN, MO, NC, NV, NY, OH, PA, PR, SC, TN, TX, VA, WA, WI, WV.
No offers may be made or accepted from any resident outside these states.
Securities and financial planning offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.
www.finra.org www.sipc.org
www.lpl.com |
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