Insurance Planning

At Summit, Insurance Planning is typically part of a bigger picture. As an independent company that represents more than a hundred insurance providers, implementing the ideal plan in coordination with the other elements of your comprehensive financial plan is one of our unique strengths that helps clients to achieve their financial goals.

Our insurance products, services and strategies include:

  • Life Insurance/alternatives/company evaluations
  • Disability Income Products
  • Long Term Care Insurance Planning
  • Second-to-die Insurance
  • Term, Whole Life, Universal Life, Variable Life
  • Business Buy-Sell Insurance
  • Business Overhead Insurance
  • Group life, disability, health insurance
  • Disability Buyout
  • Split Dollar/Deferred Comp/Key Person
  • Property and Casualty-Review and recommendations
  • Annuities
  • Insurance alternatives for uninsurables
  • Rated products review