Insurance Planning

KAP Planning's business is providing custom, sophisticated insurance strategies for high net worth individuals and their businesses. Our specialized focus, the breadth of our marketplace and our strategic alliances with insurance general agents and providers enables us to channel our resources and provide experienced insight and guidance. Our capabilities are utilized to provide you the most cost-effective strategies for:

  • Life Insurance
    • Coverage for income replacement
    • Insurance for estate planning and wealth transfer strategies
  • Disability Income Insurance
  • Key Person Coverage
    • Ensures the capital required to sustain a business in the event of the loss of a key employee
  • Buy-Sell and Business Succession Insurance
    • Helps to ensure that the company will survive the departure or death of an owner.
    • Strategies and products such as funded buy-sell agreements and stock redemption plans, as well as creative income continuation strategies.
    • Strategies that consider a client's need to equalize bequests where a closely-held business is the largest estate asset.
  • Long-Term Care Insurance
  • Individual and Group Health Insurance Plans

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck