Insurance Planning

With your life’s savings at stake, a comprehensive insurance plan can help you protect your current assets and future holdings. By conducting insurance policy reviews, we can assess whether you have the appropriate types and amounts of insurance, determine whether any of your policies might be at risk of lapsing, and whether your costs are in line with today’s insurance market. We will identify any potential risks or gaps and recommend next steps for developing the right insurance plan for your needs. 

In life, the unexpected happens. A financial plan that does not take life’s uncertainties into account is an incomplete plan. Reducing risk is at the core of what we do at Duke Financial Solutions. With access to a full array of life insurance carriers and products, and with a special focus in Long Term Care coverage, we make it a priority to help you put the right protection in place to help make your plan a success, even when the unexpected happens.