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Adequate insurance planning is an important, yet often overlooked, component of a financial plan. At Hefren-Tillotson, our MASTERPLAN Approach connects your personal team of financial advisors with our in-house insurance advisors to integrate insurance planning into the overall development of your financial plan.
Through a detailed analysis of your financial situation, we can determine the adequacy of your current coverage and make recommendations to coordinate your life insurance policies with your retirement plan and estate plan, striving to provide the best financial support for surviving family members. In addition, we also offer disability insurance that surpasses traditional employer-offered plans.
To learn more about our insurance planning programs, contact us for a no-obligation consultation today.
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