Financial Advisory Services for Insurance Planning
Insurance is About Protecting You and Your Family
Many people take a “hope for the best” approach and go through life without insurance. While we understand this sentiment, it’s equally important to prepare for the worst and include insurance as a part of your plan.
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Insurance Can Be Overwhelming
Insurance planning can be an intimidating process because:
- Between life, disability, health, long-term care, home, auto, and umbrella insurance the choices become quickly overwhelming. It is not only a question of if you need it but how much of it you may need.
- With so many insurance providers out there, it can be hard to know who to trust and which products are cost-competitive. People often do not consider several options and it can cost their family in the long-term.
Partners Make Our Planning Better
Our team wants to be smart enough to recognize where we need to outsource expertise. That is why we work closely with the AdvisorNet Concierge Team to better serve our clients’ insurance needs. We approach this by:
General Insurance Needs
Knowing our client well enough to pinpoint what general insurance needs they may have (e.g. life, LTC, umbrella, etc.)
ANI Partnership
Introducing our client to the insurance team at ANI but continuing to act as a liaison who attends all appropriate calls and discussions.
Regular Policy Reviews
Keeping our clients insurance policies on file and reviewing them with both the client and the ANI team at regular intervals.
Get to Know Our Concierge Team
The ANI team helps our clients cover a wider range of insurance needs in an independent way. Read our datasheet to learn more about the team!
Let’s Discuss Your Insurance Planning Needs
Using our virtual family office, you can meet with our advisors from the comfort of your own home while receiving the same level of service you deserve.
The McCabe Difference
We offer tailored experiences for high-net-worth and ultra-high-net-worth individuals.
We take a collaborative approach with other professionals.
We embrace traditional and cutting edge technology to match the times and offer you better solutions.
We prefer a depth of expertise in fewer areas, to being generalists.
We have over 40 years experience in this industry helping hundreds of clients.
Schedule A Meeting
Schedule a meeting with our advisors by using our Second Opinion Service, our advisors’ Calendly links, or simply call our office main line.
Meet With Your Advisor
Meet with your designated advisor virtually or in-person to get to know each other and the rest of your family. Many times, a follow-up meeting will be beneficial so you know the value that will be provided before you become a client of the firm.
Complete Our Onboarding Process
Assuming you and the advisor see the potential for a long-term relationship, our staff will guide you through our onboarding process to set up accounts with our custodian and join our portfolio monitoring system, Black Diamond.
Frequently Asked Questions
Does this “outsourced” service mean I get handed off to another team?
No. It is important to our advisors that we are there alongside you during your insurance planning. We coordinate closely with the ANI team and regularly attend calls and reviews with you.
Why is it important that my insurance planning receives independent advice?
Independent advice means that your team does not represent a single insurance company and pushes that company’s products. Independent advice means surveying the landscape and suggesting the most appropriate product, regardless of the company.