Insurance Strategies

Planning for retirement also means preparing for situations that can happen in your lifetime. Our team advises you on which risk management strategies can best meet your needs by reviewing your current insurance policies and making sure the coverage meets your current and future needs.

How we help you get there

Personal Planning:

  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Annuity Acquisition and Review (Immediate, Fixed, Variable, Indexed)
  • Charitable Gift Planning
  • Estate Planning

Business Planning:

  • Buy/Sell Agreement Review and Financing
  • Key Person Insurance Acquisition and Review
  • Split Dollar/Executive Bonus Planning
  • Deferred Compensation Planning
  • Salary Continuation Planning

Boulay’s Wealth Management Advisors help guide business owners, executives, entrepreneurs, and wealthy families with solutions for managing personal and business obstacles. Our deep industry knowledge allows us to simplify the complex landscape of insurance to best meet your needs. Considering your overall personal financial plan, we ensure your insurance strategy and risk management plan help meet your financial objectives and lifestyle goals.

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Disclosures
Form ADV
Form CRS