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Insurance Planning
Insurance planning done right can change a client’s life.
Through our affiliate NobleBridge Wealth Insurance Advisors, LLC we can structure annuity income targets and solve for longevity, we can provide income replacement for the survivor who will require maintenance of their pre-retirement standard of living, and we can estimate the retirement spending level required by the surviving spouse as well.
Our Insurance planning process illustrates to our clients the impact of life events. Planning around insurance requires confidence which can vary in every situation. Naturally, even with a recommendation in place, we monitor the clients’ situation and position going forward and will review the adequacy of their coverage together with the other aspects of their financial strategies.
Our analysis includes reviewing existing insurance and may recommend diverse types of life insurance as appropriate to address risk management, business, estate planning needs, and special needs planning.
How We Work
Our insurance planning services is a business-to-consumer insurance agency that delivers in person and web-based, insurance information and strategies to individuals, families and small businesses who are in need.
Our integrated insurance planning advice can be done via online services with an agent who facilitates a comprehensive search and review of leading insurance companies.
Vitality Life Insurance
For the first time, your clients can protect the ones they love and be rewarded for living a healthy life.
Life insurance with the John Hancock Vitality Program can differentiate you in the market, help you grow your business, and offer clients a meaningful and affordable solution that can benefit them throughout their lifetime.
To bring this new program to life, John Hancock has partnered with Vitality, the global leader in integrating wellness rewards with life insurance products. Vitality collaborates with organizations around the world to create interactive, personalized programs. Vitality’s online tools help millions of members identify and track their health and lifestyle goals, and their Vitality Institute offers insightful resources and research on health and well being.
By offering the John Hancock Vitality program, we believe our customers can achieve healthier lives, too.
