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Insurance

Let us review your insurance coverage and get your holistic financial picture

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There are many coverage options for You

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. CLP Financial Group can provide a review of your existing insurance policies and provide recommendations for your various coverage options.

Insurance Saving Strategies 

Life and retirement can present many unknowns. Major changes occur over a lifetime, including marriage, births, divorce and death, among others. Your employment may also change during your career, causing shifts to your coverage.

To help provide coverage and peace of mind for these “what ifs,” CLP Financial Group can provide a review of your existing insurance policies and provide recommendations for your various coverage options.

Having the perspective of your holistic financial plan and your unique goals and needs, we can help identify potential gaps and determine if you are over- or under-insured with life insurance, disability and long-term care insurance.

As changes occur in your career or family, you will be faced with decisions about your coverage and we can help you answer those critical questions such as:

  • Although my employer provides me with life insurance, should I buy more?
  • Based on my age and family situation does term or permanent life insurance fit my needs better?
  • What are the tax benefits of my buying an insurance policy?
  • What are the ways I can save money without sacrificing coverage?
  • Does this policy include protection against inflation?
  • Will the premiums go up and, if they do, what options do I have to pay for those rising costs?
  • In the case of long-term care insurance, does this policy provide comprehensive benefits for both home care and nursing home care?

Schedule a Free Consultation

Schedule a meeting with us! We will pair you with one of our financial advisors and assess your financial goals and needs. Just submit your information and our office will be in touch as soon as possible. 

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to PCA’s investment advisory/management services. Kyleah Parson, Lisa Chenet, Joshua Anderson, and James Young are investment advisor representatives of PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

CLP Financial Group, Inc., Retirement Planning Services, Chesapeake, VA