Friends,
This week we wanted to discuss some considerations surrounding how much insurance is the right amount. But how should you conduct a full review of the insurance in place for your business or family? For our clients, we can offer this comprehensive review in partnership with a few trusted insurance professionals, as we don’t sell insurance ourselves. This allows us to remain independent when creating insurance strategies. We want to see our clients get the best product that accomplishes their needs at the best price.
While we have a few partners, we’d like to highlight one recent development. Earlier this year, our broker-dealer, Kestra Financial, acquired Comprehensive Brokerage Services (CBS), a respected insurance brokerage firm. With this acquisition, CBS is now part of our team under the name Kestra Insurance Planning—and that means expanded resources and new opportunities for our clients.
We have access to a team of insurance specialists who can evaluate your current policies and offer tailored solutions—whether it’s life insurance, disability coverage, long-term care, or fixed annuities. Also, for business owners, a review of succession plans and wealth transfer strategies will ensure your desires are met should something happen to a key owner of the business. These experts work hand-in-hand with us to ensure your insurance strategy aligns with your overall financial goals.
This is especially valuable if you’re looking to:
- Protect your business and family with the right coverage
- Optimize your current insurance portfolio
- Plan for succession or retirement with confidence
You can read the official press release here: Kestra Holdings Acquires Insurance Firm
If you would like your personal or business insurance coverage to be evaluated, please reach out!
Andrew