Personal Insurance Advisory

Protect What Matters Most

At Elm3 we take a comprehensive approach to helping our clients. This includes not only building wealth but also protecting it. We will meet with you to review your current assets, liabilities, income, and goals so we can recommend the best type of insurance protection to fit your needs. Whether you need to review your current coverage or feel you need additional protection, Elm3 can help you feel confident about your insurance decisions.

Some Of The Protection We Can Provide Includes:

  • Term life insurance
  • Universal and whole life insurance
  • Critical illness insurance
  • Disability insurance
  • Long-term care insurance, traditional and asset-based
  • Fixed and indexed annuities

Sometimes Too Much Isn’t a Good Thing

You work hard to build your wealth and need the right protection. We don’t believe that more is always better. Instead, we assess your specific situation and recommend the type and amount of insurance that best fits your needs today and in the future. Contact us today to schedule a review of your insurance protection.

Insurance product guarantees are subject to the financial strength and claims-paying ability of the issuing company, and may be subject to restrictions, limitations or early withdrawal fees. Annuities are not FDIC insured. 

See how we can help. Contact us today.

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