Insurance Services

Build a Strong Foundation to Your Financial Plan

All of the hard work you have put into accumulating, preserving and ultimately distributing your wealth is for naught if you do not have a plan in place to protect your income and assets. Sikich offers three types of insurance services to help you meet your financial goals, safeguard your wealth and protect your assets in a variety of circumstances.  
  • Life insurance
  • Long-term care insurance
  • Disability insurance

Life Insurance

When you have worked diligently to secure your family's financial future, you need to ensure they are taken care of during all circumstances and stages in life − even those that occur unexpectedly. Life insurance provides cash to your family after your death that can be used to meet important financial needs such as covering funeral costs, daily living expenses and educational funding.

Life insurance can also:

  • Provide tax-free cash when cash is needed
  • Pay off existing debts
  • Replace a lost salary
  • Pay estate capital gains and income taxes
  • Equalize inheritance
  • Provide cash to transfer a business interest

Let Sikich guide you through an independent, unbiased life insurance review that can result in:

  • Increase in death benefit for the same or reduced cost
  • Decrease in the cost with the same level of coverage
  • Owner and beneficiary designation changes
  • More effective correlation of insurance with your estate plan

Long-Term Care Insurance

Safeguard your assets, income and independence in case long-term care is necessary for you or a family member in the event of an illness or accident. Long-term care insurance gives you control over where you will receive care and helps you stay focused on your recovery rather than on the bills.

Consider long-term care insurance to:

  • Protect your income
  • Protect your assets
  • Maintain personal independence
  • Prevent additional strains
  • Protect your health care choices

Disability Insurance

What would you do if you became disabled or ill and could not work for days, months or even years? How would you pay your bills, save for retirement or support yourself and family? Disability insurance will help you meet your expenses and maintain your standard of living by replacing a portion of your income in the event that you could not perform your job for an extended period of time. Remain focused on getting back on your feet with complete financial security during your recovery process with disability insurance.


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