WHAT WE DO...
Life Insurance Planning
Employee/Supplemental Benefits
Life Insurance Planning
Life Insurance
An insurance product that pays a lump sum benefit of cash upon the death of the insured.
Each life insurance policy is different, and each state’s laws regulating insurance policies are different. Before purchasing a life insurance policy, you should consult with a life insurance professional. It may also be a good idea t
Life Insurance
An insurance product that pays a lump sum benefit of cash upon the death of the insured.
Each life insurance policy is different, and each state’s laws regulating insurance policies are different. Before purchasing a life insurance policy, you should consult with a life insurance professional. It may also be a good idea to consult with your legal or tax advisor. The information provided below is general guidance only and should not be relied on in connection with any specific policy.
Asset Protection
Employee/Supplemental Benefits
Life Insurance Planning
Disability Insurance
Age, profession and carrier specific
An insurance product that pays Financial resources when someone becomes unable to work due to an illness or injury.
Accidents happen to everyone. Should you be unable to perform the functions of your job due to injury or sickness, a disability insurance policy pays some of or all
Disability Insurance
Age, profession and carrier specific
An insurance product that pays Financial resources when someone becomes unable to work due to an illness or injury.
Accidents happen to everyone. Should you be unable to perform the functions of your job due to injury or sickness, a disability insurance policy pays some of or all your salary while you are laid up. We compare the best disability insurance carriers in the country today.
Employee/Supplemental Benefits
Employee/Supplemental Benefits
Employee/Supplemental Benefits
Supplemental Benefits
Supplemental insurance refers to an insurance policy that supplements your primary health insurance coverage. Supplemental insurance includes a variety of policies that can be offered by employers or purchased on their own, including:
- Life insurance
- Short-term disability
- Long-term disability
- Dental/vision insurance
- Accident insurance
- Critical illness insurance
The path to success is best taken in steps...
Know that we are with you every step of the way...
Using insurance as a tool for future planning is an important aspect of financial management. Here at SDW Enterprise, we offer several ways in which insurance can be utilized for future planning.
It's important to carefully assess your financial goals, needs, and risk tolerance when incorporating insurance into your future planning. Working with a financial advisor can help you determine the most suitable insurance strategies for your individual circumstances and long-term objectives. Regular reviews of your insurance coverage are also crucial to ensure that your plan remains aligned with your evolving financial situation.
Schedule an initial consult so that we can help guide you through that process.