INSURANCE & ANNUITIES No financial plan is complete without a thorough analysis of your need to protect your family's financial future. At Sherpa Wealth Strategies, we will assess your current risks and recommend appropriate options. A few of the common scenarios are: Helping young families secure term life insurance to provide the most protection for the least amount of money Helping business owners and highly-compensated executives create large life insurance cash values they can access tax-free in retirement Helping high net worth families, especially those with large illiquid assets like ranches or closely-held businesses, purchase enough permanent life insurance to provide cash to pay estate taxes or keep a business afloat after the death of the founder Helping business partners properly fund buy-sell agreements Helping business owners protect against the death of a key employee Helping professionals protect their largest asset, the ability to turn their advanced educations into a high income for their families, should they become disabled Helping Baby Boomers plan for long-term care expenses for themselves or their loved ones Helping retirees create insured streams of income with annuities Helping parents plan for the care of a special needs child after they are gone Referring clients to professionals who can help them optimize their property-casualty coverage Referring clients to professionals who can help them secure adequate health insurance or Medicare supplemental insurance Schedule a meeting for a risk assessment. Name Email Phone Thank you! Oops!