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Financial and Estate Planning
Wealth Accumulation and Distribution

Insurance Planning

When planning your personal investment program, don't forget to give careful consideration to the amount of insurance coverage you have. While many people don't realize it, insurance is a valuable and often essential part of an overall financial plan.

When deciding among life insurance policies, there are a number of questions you should consider before making a decision. For example:
  • Who should be the owner of the insurance policy?
  • How much life insurance should be purchased?
  • How should the premiums be paid?
  • Who should pay the premiums?

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View more infomation about Financial and Estate Planning services available through Janney Montgomery Scott LLC.

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