Insurance Services

WPWealth LLP has the unique advantage of doing business with our insurance services provider, Partners Financial. This combined buying power wields tremendous leverage in the marketplace and gives us the ability to search all of the available policies from reputable carriers to fit your specific needs.

We work with both individuals and families to develop a financial plan that will protect your family or business. While providing long-term security is the primary reason for owning life and disability insurance, it can also function to offset estate taxes and provide income lost due to sickness or injury and enhance your overall investment portfolio.

Current Policy Evaluation

Having a life insurance policy is a valuable asset. If you have a plan that no longer fits into your retirement objectives, we can sell it in the secondary market, which may provide added income for you rather than surrendering the policy you’ve been paying premiums on.

Business Succession Planning

If you own a business, it’s essential that you have a strategy in place that ensures the company continues after you retire or in the event of an untimely illness or death. Our business succession planning helps plan for any eventuality by consulting with you on buy and sell agreements and key person insurance protection. We work closely with the company’s executives to ensure that their business remains intact in the event a tragedy occurs.

Disability and Long-Term Care

WPWealth works directly with disability insurance carriers to help you cover the amount of insurance you require above the amount offered by your employer. Long-term care coverage is becoming more and more critical in today’s uncertain and increasingly expensive health care system. Helping you to maintain your quality of life is essential to us. We can help you determine which long-term care coverage is right for your circumstances.

Let us help you safeguard the things that are important to you. Your team at WPWealth is well-versed in the intricacies of insurance, and we always have your best interests at the forefront of any plan we propose for you.

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We’d love to hear from you! Contact WPWealth with any questions or for more information.

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