Do you recommend insurance? If yes, can I get it through you or do I have to go to an outside insurance agent?
Yes, when appropriate. Insurance recommendations are part of our holistic risk management and plan. We provide a full suite of life insurance products. Ranging from term to permanent insurance, joint and survivor insurance [a niche product for estate tax payment] and long-term care. We do not handle property and casualty insurance. The goal is to access the right product for the right need.