Insurance planning is always a vital part of your financial situation. Whether you need life insurance, disability income insurance, or long-term care, we can help make sure you’re covered for any situation life throws your way.

Life Insurance

What happens to your family’s standard of living if something happens to you? Most of us don’t want to think about death, but it’s essential to think through all the possibilities to protect your loved ones. Life insurance can be used in a variety of creative ways to enhance your life while you’re retired and even leave a legacy for future generations.

Disability Income Insurance

If you get injured, will you be able to keep working and generating income? If not, how does that affect your retirement plans? Pass Investment Managers team thinks through all these scenarios with you and helps you develop a plan for each one. Disability income insurance can be one option to give you added peace of mind no matter what happens.

Here at Pass Investment Managers we understand that every individual has different priorities in life, and very specific goals and objectives, which are reflected in the way each of us organizes our finances.

Please contact us for a free consultation
with one of our Financial Advisers