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