Insurance services
Tailored plans to help you manage and mitigate risks
You’ve worked hard for many years to accumulate, preserve and ultimately distribute your wealth. You deserve the comfort of knowing that your assets and family are protected. Sikich’s range of insurance services safeguards your wealth and protects it in various scenarios.
We’re one of the few companies that provides independent, unbiased free assessments of your insurance plan. If you move forward with us, we’ll always be here when you need us — with continuous plan reassessments to ensure you’ve maximized your coverage for the best rate. Our commitment level to clients is how we’ve maintained relationships for decades and loyalty for generations.
Your insurance options
Ensure your family’s financial needs are met with tax-free cash to cover debts, income loss and more.
Protect your income and lifestyle if you’re unable to work, with occupation- and needs-specific coverage.
Protect your finances and independence with long-term care planning that secures income, assets and choices.
Thoughtful, tailored solutions from insurance experts
Why choose a full-service approach?
With the backing of a full-service accounting and consulting firm, Sikich’s insurance services help clients save thousands annually in premiums, eliminate payments while securing lifetime coverage or reduce costs without sacrificing protection.
What is a life insurance review?
This isn’t a replacement program. It’s a strategic assessment of your current coverage. We determine if your policy still aligns with your goals and best protects your future.
Why review your life insurance?
Life insurance plays a key role in protecting your family, funding estate taxes and supporting benefit plans. As your goals and assets evolve, your coverage should too.
How much coverage is enough?
There’s no one-size-fits-all answer. Your age, income, savings, family structure and financial obligations — from mortgages to tuition — all shape your ideal coverage. That’s why we tailor every plan to fit your life, not just your numbers.
