Insurance Services

Get coverage tailored to your needs, and the future.

Make the right decisions now so that you and your loved ones are properly protected from life’s unexpected events. Working alongside our planning team, you’ll see how you’re doing today. Get the advice you need to effectively manage risks to your financial plan.

Personalized financial planning solutions for a fraction of the cost that traditional CFPs charge

How does it work?

Our financial advisors will:

  • Complete an analysis of your current risk exposure by looking at each insurance type (i.e. life/disability insurance - how much income you’d need to replace in the event of a disability or your death, home insurance - replacement cost of your home, etc.)
  • Review your current employer-sponsored life and disability insurance coverage
  • Evaluate your existing insurance policies
  • Prepare and present any proposed changes (i.e. increasing your insurance coverage, obtaining new policies, etc)
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How often will this be updated?

Our team will complete a full review of your insurance needs when you get started with us and help you proactively monitor along the way. However, if there is a significant change to your financial situation, please reach out and we’re happy to adjust your plan accordingly.

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Key planning features

Your Range financial planners have access to a full suite of industry-leading analysis tools to determine if you’re insurance coverage is sufficient for your needs. Once we capture the data needed for your specific situation, we will populate your profile with some of the key features highlighted below. That way you can access the essential details of your insurance plan without having to comb through your multi-page comprehensive financial plan or existing insurance policy documents.

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Example Recommendations

Insurance Recommendation Example

Obtain a 20-year term life insurance policy

Since Michelle would need to replace 50% of Mike’s income for 10 years as well as final expenses, we recommend that Mike obtain a 20-year term life insurance policy. Term insurance fulfills the income replacement need at the lowest cost. Range partners with PolicyGenius to help our members obtain life insurance because they are an insurance broker, not an insurance provider.

Insurance Recommendation Example

Obtain Umbrella insurance

You currently do not have any umbrella insurance coverage. With a net worth over $1M, we recommend obtaining a $2M policy. This will protect you from liabilities that your current homeowner’s or auto insurance won’t cover. You can purchase this through your current home or auto insurance provider.

Still have questions?

Set up a 1:1 call with our team to get a walk through of the product. Just take a moment to create an account and fill out our form.

You can also call or text us now at 917-727-2313