OUR SERVICES

Insurance Planning

Our Insurance Planning Approach

Insurance is a fundamental part of a secure financial plan. At Ankerstar Wealth, we work with clients across Texas, Nevada, California, and other states to protect their assets, income, and family through comprehensive insurance planning.

How We Help

Our insurance planning services are designed to cover all aspects of risk management, offering peace of mind in uncertain times:

Insurance Review and Recommendations

We assess your current insurance policies and identify gaps or areas for improvement, ensuring you have the right coverage.

Life and Disability Insurance

For those with dependents, we recommend suitable life and disability insurance policies to safeguard your family’s financial well-being.

Long-Term Care Planning

We help you consider whether long-term care insurance is right for you, protecting your finances in case of illness or disability.

Annuities for Retirement Income

Annuities can provide a reliable income stream in retirement, and we guide you in selecting terms and options that align with your goals.

FAQs

  • What types of insurance should I have?

    Essential types include health, life, and disability insurance. The right insurance portfolio depends on your unique needs and financial situation.


  • How does life insurance support my financial plan?

    Life insurance provides financial support for your dependents, helping cover expenses and ensuring their well-being after your passing.


  • What is long-term care insurance?

    Long-term care insurance covers the cost of care if you have a chronic illness or disability, reducing the financial burden on your family.

Why It Matters

Unexpected life events can have serious financial consequences, but proper insurance planning can help protect you and your family from financial hardship. Our approach ensures that you’re prepared for life’s uncertainties, so you can focus on what matters most.

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