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Insurance

Strategic Insurance for Protection & Continuity

We treat insurance not as an expense, but as a strategic asset for protecting your family, business, and legacy. Our tailored solutions are designed to ensure business continuity and safeguard personal wealth, providing security where it matters most.

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Strategic Solutions

From protecting your family's financial future to ensuring your business's continuity, our capabilities are comprehensive. We offer targeted solutions in the following areas:

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TERM AND PERMANENT LIFE INSURANCE

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BUSINESS BUY / SELL AGREEMENTS

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KEY PERSON INSURANCE 

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SIMPLIFIED LIFE SETTLEMENT AUCTION

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DISABILITY AND LONG-TERM CARE INSURANCE

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CORPORATE INSURANCE

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IN FORCE POLICY REVIEW AUDITS

Insurance Appointment

HIPPA Authorization

Download and complete the HIPAA Authorization Form to allow Coordinated Planning to share and receive your health information as needed.

Authorization to Release Information

Download the Authorization to Release Information Form to allow information sharing with Coordinated Planning for planning purposes.

Request an
Appointment

To request an appointment with one of our advisors, please fill the online form or give us a call. We look forward to assisting you and will get back to you shortly to confirm your appointment.

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