The future is uncertain. Insurance can play an essential role in your risk management strategy and overall financial plan.

How We Do It

Trubee Wealth offers a range of insurance products to their clients through third party insurance carriers.

Proper insurance can serve an essential role as part of your risk management strategy. We can offer guidance with considerations to your unique financial situation. 

Provides financial protection for families in the event of death. Life insurance policies can provide a lump-sum payment to beneficiaries, which can be used to cover expenses such as funeral costs, outstanding debts, and ongoing living expenses..

Life Insurance

Provides coverage for the cost of long-term care services, such as nursing home care or in-home care. Financial Advisors may offer long-term care insurance policies to help their clients plan for the cost of long-term care and protect their assets.

Long-Term Care Insurance

Provides a stream of income in exchange for an initial investment. Financial Advisors may offer annuities to their clients as a way to provide guaranteed income in retirement or as part of a comprehensive retirement planning strategy.


More Info

Ready to take the first step? Contact us today to get started.