Insurance Planning

Insurance planning, or risk management, is a key component to every sound financial plan. Making sure that you’re adequately insured can save you from financial hardship due to an unforeseeable event.

Valley National Financial Advisors has licensed and experienced professionals to help our clients find the right insurance solutions, including life, disability, fixed/indexed annuities, long-term care, and deferred income annuities. Our advisory teams create a detailed analysis for clients to identify their “risk gap.” After careful evaluation, we help identify individualized strategies such as term vs. permanent insurance analysis, retirement income strategies, long-term care planning, using life insurance in estate planning and inside trusts.

Our firm is licensed with many insurance companies, and we have a dedicated insurance professional on staff. Our advisors can select from the wide range of insurance carriers and products to find the best solution at a competitive price for each client’s particular situation. We do not sell proprietary products, which ensures that our advisors are only motivated to find the best solutions for each client.

Valley National has the tools and experience to handle insurance needs, regardless of the complexity. Your advisor can incorporate all types of insurance, including health benefits and homeowner protections into your financial plan.

 

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Roxie Muñoz, CLU®, FLMI
Assistant Vice President
of Insurance Services
E-mail Roxie
610-868-9000

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