Choosing the wrong insurance can be costly and may unnecessarily increase your risk. We believe insurance should be thoughtfully balanced using our four core principles:
- Reduce,
- Retain,
- Avoid, or
- Transfer the risk.
Insurance should protect and provide peace of mind without costing a fortune. At Q2 we will help you understand what's right for you and your family. Schedule a meeting and we will plan for the long-term care, the unforeseen medical expenses, or prove you have enough money to cover the costs, either way, we’ll help you understand your options.
Insurance products (examples are not exhaustive):
- Asset-based long-term care
- Traditional long-term care
- Term Life
- Whole life
- Indexed Universal Life (IUL)
- Variable Universal Life (VUL)
- Multi-year annuity (MYGA)
- Fixed annuity
- Fixed indexed annuity
Insurance products are offered through Q2 Wealth Insurance; insurance products are offered from a vast-pool of insurance carriers; Q2 Wealth Insurance and its agents are independent and they are not captive nor required to offer certain insurance products or carriers.