Insurance Planning 

Insurance has many applications in a sophisticated wealth management plan. For example, you may use insurance to minimize the financial impact of a serious illness, preserve and protect the value of your assets, and increase the legacy you leave behind.

With the help of our Estate and Insurance Advisors, RT Wealth Management can provide you with insurance solutions that complement and enhance the other elements of your overall wealth strategy:

Income Protection: Replace your income in the event of premature death and protect your family's current standard of living.

Estate Preservation Plan – Make sure your estate is distributed according to your wishes, equalize payments to multiple heirs, and offset estate settlement costs.

Charitable Giving – Make a tax-advantaged, charitable donation.


Articles of Interest: