Insurance as Part of a Financial Plan


Insurance is a form of caretaking in action and at ICG next, we believe that insurance is one of the most beneficial ways to plan for what’s next. If you are unsure about the role of insurance or aren’t quite sure where to start with the process, the team at ICG next is here to assist.

Have you gone with one carrier for years and aren’t sure what your coverage even covers anymore?

Have you hopped from carrier to carrier hoping for the lowest rate or package deal?

Have you ever had a sit-down with a financial advisor to go over the coverage you have already?

Are you ready to explore how the right insurance fits into your financial plan now and in the future?

If you’re ready to talk to an objective advisor about insurance, one who has your best interests in mind, you’re ready to work with ICG next.

While we hope you’ll never need to use the insurance you secure in working with us, we know that sometimes we don’t quite expect what life throws at us. From the death of a loved one to terminal illness to an aging parent ready to seek the best possible nursing home care, we know that you’ll need the right insurance to suit your needs, even the ones you never quite planned for.

As advisors, we believe our duty is to offer stewardship and guidance, especially as you prepare for or go through challenging times.

From life insurance to disability income insurance to long-term care insurance, the resources you choose for some of life’s most challenging moments can make a world of difference to you and your family.

Insurance helps you to protect those you love, important assets, and the financial future you’re creating for your family or business.

It is the surest way to provide for your business or loved ones in the event of a challenging or tragic moment and it’s a key consideration for any financial plan.

If you’re ready to find the right insurance for you, let’s connect today!


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