Insurance Services

Insurance is one of the most simple ways to protect your family or business in the event of death, disability or other catastrophe.

As part of our in-depth planning and discovery process, Wealth Navigation does a thorough analysis with each client to determine their needs regarding life and disability insurance. We have established our own insurance agency, WN Insurance Group, LLC, and have contracted with some of the most renowned insurance organizations available to offer our clients truly independent choices.

Whether you are part of a corporation and want to know more about certain strategies to insure complicated risk, or a small business that needs to create and fund a buy/sell agreement, our team is experienced and can offer solutions.

Wealth Navigation can help you structure and understand the following insurance strategies:

  • Wealth Transfer
  • Buy/Sell Agreement
  • Private Split-Dollar Arrangements
  • Premium Finance Policies
  • Term Insurance
  • Disability Insurance
  • Universal Life Insurance
  • Variable Universal Life