Insurance Planning

Ulin & Co. is a comprehensive and independent financial services branch that can provide you an objective approach to your insurance products and needs.

We can provide you quotes from over 20 well-known insurance carriers and help you to decide which product and proposal will best meet your needs from a cost and coverage perspective. 

Personal Quotes 

•Term Life Quotes 
•Variable Life Quotes
•Universal Life Quotes
•Second To Die Quotes
•Disability Insurance Quotes
•Long Term Care Quotes

Small Business Services and Quotes

•Business Financial Planning
•Business Succession Planning
•Business Continuity Planning 
•Key Person Protection Life Insurance
•Business Overhead Insurance & Key Person DI
•IRA & 401K based Retirement Plan Consulting 

Getting Started:

We can provide you a risk management and asset protection analysis that can clearly illustrate how to protect your assets, household and loved ones from unforeseen risks. These risks can be divided into liability, property, death, disability, health and long term care.

Some of these risks may be self-insurable, while most will require the purchase of an insurance contract. Determining how much insurance to get (at the most cost effective terms) requires knowledge of the market for personal insurance.

Business owners, doctors, certain professionals, athletes and entertainers require specialized insurance professionals to adequately protect themselves. Since insurance also provides some tax benefits, utilizing insurance investment products may be a critical piece of the overall investment planning. 

As we are an independent office, you can be confident that we are providing you an objective and unbiased approach for your insurance needs. We will also help you start the paperwork and underwriting process at our office.

Nearing Retirement:

If you are in retirement (or near retirement) and have existing life insurance policies that have not been reviewed in some time, we can help you to review what you currently have – and provide options and recommendations for those contracts. In many instances we find that clients are paying for life insurance coverage that has build up significant cash value, but do not understand what their options are once they retire.

Contact us today or call (561) 210-7887 for a no-obligation complementary consultation to learn more about our firm capabilities, LPL Financial and how we can help you.

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Tax Strategies