Insurance Services

Life is unpredictable. At Mission Wealth, we know that unplanned events could significantly impact the lives of our clients and their loved ones. Unexpected adversities not only affect physical and mental well-being, but they can also challenge financial goals and dreams. A lifetime of working and saving can be turned upside down at a moment’s notice.

Managing life’s risks is an integral part of our Integrated Wealth Solution® service model. While financial planning builds your wealth, risk management involves strategies that preserve it. Integrating the right insurance strategy with your overall wealth plan can be key to goal achievement.

We help clients explore the most cost-effective solutions to help cover various eventualities. Should a primary income provider or spouse pass away, we plan ahead to cover for a loss of income, dependent needs and unpaid debts—while protecting other important assets such as property or business interests. When a client requires custodial care at home or in a facility, we ensure that there are funds to cover the high cost of long-term care. In the event a disability, we help make sure the financial plan has sufficient funds to compensate for the loss of income.

The professionals at MW have no proprietary products to sell and no quotas to fill. We simply offer independent, objective advice that serves our clients’ best interests within an integrated wealth management plan. When insurance is the right solution, MW Insurance Services and affiliated partners have the experience to implement coverage for:

Individual Lines of Insurance

  • Long-Term Care
  • Life—family and estate protection
  • Disability—income replacement

Business Lines of Insurance

  • Long-Term Care—executive carve-out and multi-life
  • Life—buy-sell, key man and group
  • Disability—buy-sell, overhead expense and group

CA Insurance License 0D35068.