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    INSURANCE PLANNING

    People feel confident when they know they’ve considered every scenario, and carrying the right life, disability, and long-term care insurance is an important part of that equation.


    At Winthrop, our advisors work to ensure that your insurance strategy and coverage align with your larger wealth plan, protecting you from unforeseen events such as loss of income from premature death or disability, costs associated with long-term care, and expenses related to taxes and passing wealth onto the next generation.
    We will carefully review your existing plans to ensure that they support your big-picture financial objectives, and when needed, recommend new or additional coverage. We have insurance professionals on our team who can offer our clients a range of insurance options, including highly specialized products from a range of leading carriers should you elect to implement recommendations. And we maintain relationships with actuary, insurance, tax and legal professionals who support our team in areas like crafting specific design recommendations and consulting with client counsel to address specialized estate and business planning situations.
    Every client is unique. Our goal is to design an insurance program that supports your one-of-a-kind wealth plan and budget, so that you’re prepared for whatever lies ahead.