The Choice Insurance Agency’s mission is to get you from where you are to where you want to be, by helping you build your plan, achieve your plan, and protect your plan from uncontrollable events. In the process, we are committed to delivering to you tailored insurance plans in a manner that exceeds your expectations.
During the planning process, we will take a snapshot of your financial picture and have a thorough understanding of your balance sheet and income statement. We will learn about your life goals and identify the financial resources required to achieve them. We will understand your risk tolerance and types of investments you are comfortable with. Together, we will then structure a plan to meet or exceed each of your financial objectives.
We will help you structure or restructure as needed to execute on the plan that we jointly created. Through the entire process, the plan we create is 100% from your input. Regardless of what asset classes you invest in and regardless of where the assets are held, we will include them all in your comprehensive plan. We understand our clients who own small businesses and real estate along with traditional equities and debt investments and will ensure your plan makes sense.
The best laid and executed plan can be derailed by four types of uncontrollable events. We will explore each type of event with you and help you to decide how to address each one. At The Choice Insurance Agency, we believe the most efficient and effective approach regarding protection is to self-insure risks that you can financially absorb, and insure risks that without insurance, would permanently wreck your financial plan.
We can help you plan for:
- College Funding
- Charitable Giving
- Estate Distribution
The Choice Insurance Agency has the experience and products available to support your business.
Employee Recruitment and retention
We can help you attract and retain the best employees in your industry by putting together a competitive benefits package which can include:
- Group Life
- Group disability
- Group Dental
- 401K and other retirement plans
- Golden Handcuffs Executive Bonus Plan
The Choice Insurance Agency can work with your legal team to build and implement a successful business continuation plan to include:
- Key Person Protection
- Buy-Sell Agreement and Funding