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Insurance for Individuals & Families

Whether that is replacing lost income from accident or injury, providing surviving spouses and family members with those financial resources necessary for lifestyle continuation; tax savings; charitable gifting; covering the cost of long term care or legacy planning (whereby one's estate won't be diminished by taxes) these are some of the many needs and application for insurance. Educating you and helping you choose the right one is what we are here to help you with.

At Hansom Wealth Management we find that insurance can be used constructively to protect you and your family's assets from the certainty of uncertainty.

Our insurance services are objective and all encompassing to provide for:

  • Policy portfolio review and analysis;
  • Wealth and liquidity planning (e.g. estate creation and liquidity, college funding, asset protection and charitable giving);
  • Health and dental coverage (e.g. for self-employed persons or as an alternative to COBRA);
  • Disability income protection and replacement (both short term and long term coverage);
  • Long term care planning (e.g. in-home care, assisted living and nursing home coverage);
  • Life insurance coverage (both Tem and Permanent insurance - includes Whole Life, Universal Life and Variable Universal Life); and,
  • Medicare planning (i.e. education and enrollment in Medicare Advantage, Medicare Supplement and Prescription Drug plans).

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