Planning Partners, LLC

(860) 693-9916

Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

 
 
The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Your DNA Test

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

 

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Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Long-Term-Care Needs

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

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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