Insurance planning is a crucial part of a solid financial strategy. At BWM, our team works closely with clients to evaluate their specific needs and design a tailored mix of life, health, and disability insurance to safeguard their financial future. By having the right coverage in place, clients can be more prepared for any turbulence life may bring, protecting themselves and their families from unexpected financial hardships. We regularly review these plans, making adjustments to ensure they remain aligned with changing circumstances and goals.
“There was a very cautious man
Who never laughed or played
He never risked, he never tried,
He never sang or prayed.
And when he one day passed away,
His insurance was denied,
For since he never really lived,
They claimed he never really died.”
Read More About Insurance Planning
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
