Insurance Planning

Insurance Planning in Delaware

Protecting yourself, your family, your home, or your business against unexpected events or loss is an integral aspect of comprehensive financial planning. Evaluating an individual’s insurable risks and determining the proper insurance coverage to mitigate those risks can make the difference between appropriate indemnification and financial ruin. At Black Diamond Financial Solutions, our insurance advisors identify and analyze your risk factors and make suitable and unbiased recommendations as part of your overall financial strategy.

Insurance Planning in Rehoboth Beach DE

Insurance Planning Is An Integral Part Of Wealth Management

As part of your wealth management analysis, our financial advisors will:

  • Evaluate Property and Casualty policies (home, auto, umbrella, etc) to ensure limits of liability are sufficient to protect your personal wealth and assets.
  • Review and recommend the most suitable value, type and ownership of Life insurance policies based on your financial needs and objectives.
  • Evaluate and advise on selection of group benefits, e.g. coverage through an employer for life insurance, disability, health insurance, FSA, HSA, and/or dependent care accounts.
  • Analyze your personal insurance policies, whether individual health insurance, disability insurance or long term care insurance, our advisors can help you get the maximum coverage for the minimum cost.
  • Assist with medicare insurance and supplemental insurance planning.
  • If applicable, our advisors can also offer in depth business liability insurance analysis.

 

Middle Age Couple

Does This Sound Like You?

Key Concerns:
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Ages:
43 and 42

Summary:

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Please Note: The above Case Study is hypothetical and does not involve an actual client. Clients and prospective clients could experience different results while engaged with BDFS capital.

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