Strategic partnership with Curate Wealth.
Helping families protect the people and values they cherish most.
We are proud to be able to offer Life, Disability and Critical Illness Insurance through a partnership with Curate Wealth™.
Curate Wealth also advises on Business Insurance needs:
Please contact our office to arrange a consultation with Greg Jizmejian.
What does critical illness coverage mean?
Critical illness coverage, which is added to any insurance policy, provides a strong buffer against the high costs of life-threatening illnesses or diseases. As much as possible, it's important to take advantage of this because critical illnesses are a source of severe physical and emotional distress, and it places a huge burden on the family’s finances, and you should be prepared.
What is buy-sell funding?
Buy-sell agreements help the transfer of business ownership when death, disability, retirement, or disagreement happens. It also establishes a method for determining the value of a business. The two most-common buy and sell agreements are cross-purchase and redemption.
What is the difference between critical illness and disability insurance?
Critical illness helps its beneficiary by providing a tax-free lump sum payout if they are diagnosed with a serious illness. On the other hand, disability insurance provides compensation for employees when they can't go to work because of illness or injury.
Have one of our Brokers contact you.