All sound financial planning begins with risk management. Insurance is a cornerstone in protecting against the known and unknown risk for you and your family.  What most people don’t understand is that insurance should be viewed as a leveraged asset. You pay small premiums in comparison to payout if / when risk occurs.  Insurance provides liquidity when needed most for untimely accidents, illness and death to provide income replacement, medical care, property repair or replacement and taxes owed at death. 

Evergreen helps individuals, families and business owners ascertain which insurance products are best for their changing needs.

Our team has decades of experience in all types of insurance products and situations where insurance is useful, including:

  • Life insurance (term and cash value)
  • Disability insurance
  • Long term care insurance
  • Insurance planning to protect future earnings and assets
  • Group insurance plans for employees
  • Group long term disability insurance

We like to think of insurance as liquidity planning. We purchase insurance now to take care of loved ones, buy out a partner and create a legacy for our lives long after we’re gone.

See what we mean now? It’s much more than a contingency plan.


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