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Insurance Planning

When was the last time you reviewed your life insurance policies?

For high net-worth individuals and business owners, Insurance Planning and risk management should be one of the core components of their Wealth Management and preservation planning. You work hard to accumulate wealth and build your future. Your income, net worth, security and legacy should be properly protected with skillfully devised, tax-advantaged insurance solutions for individuals, trusts, businesses and families. These solutions provide the resources when personal and financial changes in your life occur.

Matsen Wealth Management will help outline the proper Insurance Planning Strategy for your specific needs. We will help you decide the coverage needed, who should own the policy, and how to pay the premiums. Proper Insurance Planning will:

  • Find and structure the proper policies
  • Conduct Policy Reviews and analysis of current policies
  • Develop wealth replacement and tax-advantaged strategies
  • Fund Buy-Sell agreements, Deferred Compensation Plans & Key-Person Insurance
  • Provide Liquidity for estate taxes

Life insurance should be managed and reviewed just like any other asset. For many, it is one of their largest assets, yet receives little to no attention. Contact us today for a free policy review.