Insurance Solutions

Designing an insurance portfolio hinges on properly identifying your needs. Insurance is an important tool - a funding mechanism to satisfy a need or objective, be it asset protection, income protection, transfer of wealth, or protecting your family. Our challenge is to evaluate different insurance products and mechanisms, and their various cost/benefit structures, in light of your overall strategy.
Sutherland Campbell Tax & Financial Services independently represents over 15 companies in multiple states, and upon completing your evaluation, we can design an insurance portfolio that efficiently and effectively serves your needs.
Life Insurance
- Individual
- Executive Compensation
- Estate Planning
- Education Funding
- Charitable Giving
- Key-Man
- Buy-Sell / Buy-Out
- Golden Handcuff
Long-Term Care Insurance
- Employer-Paid
- 10 Pay Programs
- Executive Benefits
Disability Insurance
- Individual
- Business Overhead
- Disability Buyout
- Occupation-Specific
- Retirement Replacement