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Insurance & Risk Management

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Safeguarding against life's unexpected events is a part of the larger financial planning picture that each individual and business may want to consider.


Your CPCP, LLC financial advisor is also an independently licensed insurance agent.


This means your financial advisor isn't tied to one company and may choose to work directly with carriers or through a general agent to shop multiple insurers for custom-fit coverage amounts and overall costs.


We will identify short and long-term needs, factoring in financial obligations, plus individual and household income.

Premium payment amounts depend on age, health history, and approved coverage rate of the individual(s) to be insured.


For existing policyholders, an annual review of your insurance policy is recommended to ensure you have the appropriate premium price point, coverage amounts, appointed beneficiaries, and general understanding of the in-force policy.


We will discuss the differences between term and permanent life insurance and how much financial coverage may be needed in the event of your untimely passing.


Safeguard your ability to financially provide for your loved ones, especially if you are the sole income provider for a household. Disability insurance helps to partially pay the bills, regardless of sickness or injury.


Long-term care, which may include nursing care, physical therapy, or home health care is not covered by private health insurance or Medicare. Explore your options and what type of policy meets your needs.


At full retirement, you'll want to know what to expect when it comes to Medicare and Social Security benefits. Learn more about enrollment periods, potential penalties, and any tax implications.

Finding the Right Insurance Policy

Helpful Reads

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
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Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
Learn More

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