Let the Voyage Begin....
R.I.C.H. Consultation
Our Clients deserve an in depth discussion to understand your current strategy, your deepest values and goals before beginning the Voyage to enable your safe financial passage in life. Let us sit down with you, in person or virtually and begin the assessment together with one of our licensed Risk Advisors. With a consultation, we can chart the right course for your personalized R.I.C.H. Voyage!
Analysis and Quotation
Every individual and business needs a personalized plan in order to achieve the desired results, maximized with measured progress and results. We will deliver a transparent position and cost analysis, WIPS Strategy, and multiple carrier quotes as applicable for each scenario. Our experts are your advocate to help guide the best strategies for you!
Protections for all Seasons
iwise Insurance is focused on holistic protection and strategies. Our primary lines of Insurance Products:
- Whole Life Insurance
- Term Life Insurance
- Accidental Death & Dismemberment Insurance
- Long Term Care Insurance
- Cancer Insurance
- Health Insurance
- Affordable Care
- Senior Supplements
Our Key Strategies:
- WIPS
- EquityLife Settlement Options
- Indexed Universal Life
- Revenue Protection
- Business Continuity Planning
- Estate Strategies
- Business Capitalization and Growth Strategies