Providing options to help you build a strong foundation to your financial plan, safeguard your wealth and protect your family.
TAILORED PLANS TO HELP YOU MANAGE AND MITIGATE RISKS
For all of the hard work you have put into accumulating, preserving and ultimately distributing your wealth, you deserve a solid plan and steadfast peace of mind in knowing your income and assets are protected. Sikich offers a range of insurance services to help you meet your financial goals, safeguard your wealth and protect your assets in a variety of circumstances. We are one of the only firms to provide an independent, unbiased assessment of your insurance plan for you, free of charge. We’re always here when you need us and will continuously reassess your plan to ensure you are getting the best coverage for the best rate as time goes on. This is how we’ve built client relationships that span decades, and client loyalty that spans generations.
YOUR INSURANCE OPTIONS
Make sure your family can meet important financial needs after your death.
- Provide tax-free cash when cash is needed
- Pay off existing debts
- Replace lost salary
- Pay estate capital gains and income taxes
- Equalize inheritance
- Provide cash to transfer a business interest
Maintain your standard of living in the event that you cannot perform your job.
- Appropriately protect your own occupation specialty
- Ensure the correct supplemental benefits are included in your plan
- Properly protect your full income with group and individual coverage integration
Safeguard your finance and independence in case long-term care is necessary.
- Protect your income
- Protect your assets
- Maintain Personal Independence
- Prevent Additional Strains
- Protect Your Health Care Choices
THOUGHTFUL, TAILORED SOLUTIONS FROM INSURANCE EXPERTS
Insurance services from Sikich are more than just products and packages. Our experts offer a level of experience and understanding when it comes to the challenges you face and the concerns you must address. We’ll help you build a plan from the bottom up.
REQUEST AN INDEPENDENT, UNBIASED REVIEW OF YOUR CURRENT PLAN TODAY.
Backed by the resources of a full-service public accounting and consulting firm, Sikich insurance services have allowed clients to save thousands of dollars per year in premium payments, eliminate all premium payments while providing guaranteed coverage for life, or realize reduced premiums for the same level of protection.
Whether life insurance is needed to protect your family, fund an estate tax bill, complete an employee benefit plan or more, it is often central to helping you meet your financial goals and objectives. Just as your financial goals and assets change over time, your life insurance needs also change over the years.