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Insurance Planning

Client Centered

Planning for the “what ifs” in life is an important part of any financial plan. At Saline Stahl Wealth Management Group, we provide our clients with risk management services using a combination of insurance products to protect against these bumps in the road. As part of our planning process, we review our clients’ existing coverage in order to see where gaps may exist. We help our clients determine if they are over or under insured and work with them in order to determine the best coverage for their individual needs.

We at Saline Stahl Wealth Management Group are independent and are not bound to any one insurance company. Because of this, we have the freedom to provide products, services, and advice that is truly in the best interest of our clients. We are able to leverage our resources and shop across many different “A” rated insurance carriers in order to find the best insurance policies to fit our clients’ needs, at the most reasonable rates.

We provide the following types of policies for our clients:

  • Traditional life insurance
    • Term
    • Permanent
      • Whole Life and Universal Life
  • Life Insurance Retirement Plans (LIRPs)
  • Funeral Expense and Medicaid Trusts
  • Long Term Care Insurance
    • Asset Based
    • Traditional
  • Disability Income Insurance
  • Business Owners Policies
    • Key-Man
    • Business Overhead Expense
    • Buy-Sell
    • Non-qualified Differed Compensation Plans
    • Group Policies

Holistic Financial Planning

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Retirement Planning

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Investment Planning

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