Las Vegas, Nv. (PressExposure) November 29, 2007 -- A major part of a sound financial plan for businesses, individuals and families is life insurance. The market has many products and determining the right choice should always involve the assistance of an objective financial advisor. Adam Lee offers his clients the ability to work on a fee-based platform for their financial planning. His clients feel confident that he is making recommendaions in their best interest. The Wealth Management Group is the premier financial and estate planning firm in Las Vegas. The range of services covers all areas of personal and business financial planning with the clients needs always first in mind.
Life insurance is a vital component of the defensive or risk-protection portfolio. In order to determine the right amount of insurance to take care of a client's need several models can be used. Afer a complete discussion, recommendations are made. The top-rated carriers are looked at and health factors are taken into account to provide the best coverage at the best rate.
Many clients use insurance as a tax-advantaged investment vehicle. Many contracts can use equity-based funds to capture higher returns. The best policies are used by large Fortune 100 companies to fund executive retirement benefits. Individuals can use these same strategies to supplement their retirement. Life Insurance can be a unique financial product and offers advantages that other investments do not.
Once you've met with Adam and determined your need for life insurance, it's time to find a solution that's right for you. Many clients needs are differemt, so a competent life insurance agent is the only intelligent choice for designing an innsurance plan. Adam represents the top carriers in the industry and will place your need with the best alternative. The financial strength of the insurance company is of vital importance and cost should never be the driving factor for choosing the right company to insure your needs. There are many factors to consider and actually the best carriers do not offer every applicant a policy. Adam Lee has the client obtain the medical exam and "shops" the market to suit his clients needs. His staff will guide you through the underwriting process and make the process as easy and stress free as possible.
After the delivery of your policy, Adam will stay in touch on a quarterly basis and provide one comprehensive annnual review to make sure your needs are being looked after.
Many policies contain an underlying equity component that Adam will tailor to your investment objectives and current market conditions. These sub-accounts can be set to reallocate themselves allowing for the assurance that your investment model is still in place despite market shifts.
Adam works with the Wealth Management Group and is a fee-based financial planner and Las Vegas financial advisor. He specializes in retirement planning, esatate planning, and education planning. His staff is among the highest-regarded financial service professionals in the area and can meet any need of a personal ot business financial plan.
Wealth Management Group is an independent affiliate of the MassMutal, a triple A rated company with tremendous strength and integrity. They can access a wide range of outside companies to provide their clients with an objective, independent financial plan. The strategies they use integrate a comprehensive approach to wealth management with assest allocation, insurance planning, tax planning, and estate planning all coming to play in a wholistic plan that ensures their clients peace of mind and financial well-being.
Category: Life Insurance Las Vegas, Las Vegas Disability Insurance, Las Vegas Estate Planning, Financial Advisors Las Vegas, Las Vegas Investment Advisors, Las Vegas Insurance Agent!