Process

THE CHALLENGE

THE SOLUTION

COVERPATH

Coverpath puts the tools in your hands. Giving you the insight and comfort to determine how much insurance you want for your family. You can adjust the numbers to fit your budget, get an immediate quote and even apply for a policy right away.

(No Planning Cost)

INSURANCE REVIEW

The confusion that comes with company benefits or old insurance policies, leave many parents confused or worried that their family isn’t properly protected. Through our Insurance Review process, we will provide you with instructional videos to follow which help you navigate our data gathering forms. Once completed, we then schedule a 1-hour planning session where we will walk you through the analysis of your life and long-term disability income insurance to help ensure your coverage fits your family needs today.

FOUNDATIONAL PLANNING:

Many people feel like they are the only ones who don’t have it all together. Over 2 meetings with one of our planning specialists, this process is designed to help make sure you do. In our Discovery Meeting we will find out exactly what you have in the areas of CashFlow and an Emergency Fund; Home and Auto Insurance; Long Term Disability Income Insurance; Wills/Trusts; and Life Insurance. Discussing your goals and your present financial picture, we will then run our analysis and help determine what if any gaps or issues exist. In our Recommendation Meeting we will then provide you with the insight to begin checking each item off the list, confirming that you have everything organized and in place. Establishing a solid financial foundation for you and your family.

(Cost $500)