boulaygroup.com

Insurance Strategies

Insurance risk management plans for the unexpected

When the unexpected happens, it is comforting to know you are prepared. Our team advises you on which insurance 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. These strategies are meant to round out your financial plan to ensure your assets are protected.

Our team of wealth management advisors help you understand insurance risk management strategies and demonstrate how they help protect you, your family, and your legacy. We also help you learn how insurance risk management can help shield your portfolio from market risk and increase your wealth. Our goal is to ensure you are financially prepared for whatever life hands you. We aim to provide you with expertise in insurance risk management, so you can confidently make the right decisions for you and your family.

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 equip you with the proper tools, education and insurance risk management strategies for weathering the unpredictable in life and business. You cannot predict market conditions, tax legislation, health, personal or professional liability. However, your insurance risk management advisor can help you manage the risks associated with these hardships and properly safeguard your retirement plan.

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 risk management strategy helps meet your financial objectives and lifestyle goals.

start your success journey

Boulay’s WealthNAV™ Experience takes a step-by-step approach, guiding you through life’s journey. We explore what you value—your interests, hopes and goals to develop a personalized wealth and tax strategy plan. With ongoing evaluation, we help you visualize where you want to be in the future, helping you create clarity and an enduring legacy that passes on your values and wealth. We are committed to giving you the absolute confidence to make the best decisions and the peace of mind to know they are right with the expertise of our wealth management advisors.

Wealth Management Team