Financial Plans, Strategy, Coordination & Efficiency

One More Reason to Audit your Life Insurance

Your knowlege, how valuable is it, if you can not work?

Where has the agent been? Manage Life Insurance Actively

TUSK Life Client Service Campaign Arranged in priority to clients situation, at a pace designed to move through the topics, and revisit as things change.

Income/Expenses Review

Purpose: To proactively provide peace of mind to our clients regarding the issue of not out-living your money; to ensure that a surviving spouse has the same understanding of this area as the spouse that is currently managing it; to make sure our clients have an understanding of how much potential income they have (if not being used) and the best sources to access it if and when it is needed.

Chronic Illness Review

Purpose: To proactively provide peace of mind to our clients regarding the issue of long term care; to ensure that our clients will not have to react to a health crisis; to make sure our clients have their intentions known before someone else decides for them.

Contract/Comprehensive Review

Purpose: To proactively provide peace of mind to our clients regarding the big picture; to ensure that a surviving spouse has the same understanding of this area as the spouse that is currently managing it; to make sure our clients have the right direction for the current stage of their lives; to ensure that our clients’ money is doing what it should be for them today.

Legacy Document/Wealth Transfer Review

Purpose: To proactively provide peace of mind to our clients regarding this issue; to ensure that there are no family issues upon our clients’ passing; to educate our clients about tax efficient wealth transfer; to define our clients’ legacies.

If you lost your income, what would happen to your plans for life? Why Life Insurance?

Tusk Financial Risk Management Insurance
Tusk Financial Risk Management Insurance

Do people depend on you? Why?

Can you afford to lose your ability to earn a living?

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