Insurance

While you may already have insurance coverage, it’s always beneficial to review your policies and ensure all of your needs are covered. It only takes a few minutes to determine whether you and those you love have enough coverage.

To learn more about our insurance options and protecting those you care about, contact us to schedule a no-obligation appointment today!

SCHEDULE APPOINTMENT

3Rivers can help you review your current policies and determine whether you may benefit from additional insurance options to address issues including:

Personal Concerns:

Death before loan/debt repayment can be finished
Spouse outliving a life-only pension plan
Death before reaching personal financial goals
Retirement funding for spouse, child’s education
Tax-free income
Disability Insurance
Long-term Care Insurance

Family Concerns:

Death of a primary income earner
Final expenses
Dependent income
Education
Family goals
Support of parents
Wealth transfer/preservation

Business Concerns:

Death of a partner or co-shareholder
Death of a key employee
Loss of a key employee to a competitor
Liquidity of the business in the event of an owner’s death
Special situations (e.g. stock repurchases, fund retirement benefits)