Insurance Planning

Integrated Insurance Planning Strategies in Auburn HillsMost people are vastly overpaying for their insurance plans. Are you?

Insurance Planning in Auburn Hills MI - Core Financial - insure1Uncoordinated financial decisions can lead to exposure to unneccesary risk, economic loss, and expense.

At CORE, we believe that an effective wealth strategy looks at every aspect of your spending to discover opportunities to lower costs and increase benefits.  

CORE Insurance Planning analyzes your insurance and develops strategies to help maximize your investment.

Our team will look at  your: 

  • Disability Insurance
  • Health Insurance
  • Auto Insurance
  • Life Insurance
  • Home & Property Insurance
  • Long-Term Care Plans

Effective Insurance Planning Starts Today

The team at Core Financial can help you plan for tomorrow but also prepare for today.


Insurance Planning in Auburn Hills MI - Core Financial - assetsProtecting Your Loved Ones

The most significant benefit that life insurance offers is the tax-free death benefits proceeds that your family will receive. In the event of a death, life insurance can supply your loved ones with income and can help pay off any debt. We do not buy life insurance because we are going to die, we buy it because our loved ones are going to live and we want them to live comfortably.

With Careful Planning, You Can Overcome Any Unexpected Challenges

Protecting your loved ones, your home, and your businesses against any unexpected circumstances plays a crucial role in any wealth strategy. An in-depth and comprehensive plan can help you close any gaps in potential risks. At CORE Financial, our team will be able to identify and analyze potential risks and gaps in your planning and make recommendations that will not only help protect you from the unexpected but also help ensure that you are maximizing your wealth-building potential.

*Guarantees are based on the claims-paying ability of the issuing insurance company.


Let’s Look at the Whole Picture

There are many different types of insurance products available today, and it can be tough to decide which one works best within the bigger picture of your financial strategy. Making the right decision and selecting the right amount of coverage can give you peace of mind, but with the right perspective, it can also lead to significant savings over your lifetime. Give us a call at (888) 600-1112 today to schedule a free strategy session where we can provide you with insight on how we can integrate your insurance plans into a cohesive wealth strategy.
A PROVEN PATH TO FINANCIAL SECURITY. Schedule a Planning Session
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