Insurance

Risk management is an important foundation in every financial plan. Our clients’ needs for insurance evolve from family and income protection, to wealth transfer and estate planning. We are able provide flexible and comprehensive solutions no matter what the need.

As independent insurance brokers, we offer unbiased solutions from dozens of carriers. We work with our clients to first determine how much and what types of insurance best suit their needs. Then we identify which carriers are the most competitive and likely to provide favorable underwriting decisions based on their clients' unique circumstances.

Among other insurance products and services, Stratos Wealth Partners provides:

  • Term insurance
  • Permanent life insurance (universal, variable, and whole life)
  • Survivorship life insurance
  • Traditional and asset based long term care insurance
  • Personal and corporate disability income insurance

Our team has extensive experience in implementing and designing corporate buy-sell and key man insurance programs, as well as complex estate planning strategies, such as premium financing and leveraged gifting.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.