Insurance Planning

What is Insurance Planning

We offer you a choice of insurance plans and programs and seek to find the best combination of price and coverage. Strategic Wealth Designs offers an analysis of your complete insurance needs, giving you wide-ranging choices of insurance plans and programs.

Insurance planning protects you from the following: death, disability, lawsuits, health, and for business owners the added complexity of departures, divorce, and disqualifications.

Two Parallel Paths

Every client we meet is on two parallel paths.

Protection Path

Protection Path this is protection from liability, disability, and death that could adversely affect achieving your long-term financial goals.

Wealth Accumulation Path

Wealth Accumulation Path is about capital. Capital for your long-term capital needs. This could be funding a college education, buying a new home, and more importantly achieving retirement.

How we can help


Understanding the difference between the various life insurance solutions is often confusing and complex. Life insurance doesn’t have to be an overly complex topic to discuss. We take the confusion and complexity out and offer the right type of insurance planning to fit your needs.


Illness and injury occur at the most inopportune times. Disability income insurance will provide income to an individual who is unable to perform their usual work duties as a result of the illness or injury that occurred.

Long Term Care

A vital part of insurance planning is to consider the likelihood that you might need ongoing care services sometime after you turn 65. A long-term care insurance solution helps cover the costs of that care when you have a chronic medical condition, a disability, or a disorder such as Alzheimer’s disease.

Property and Casualty

Property insurance helps cover stuff you own like your home or your car. Casualty insurance means that the policy includes liability coverage to help protect you if you're found legally responsible for an accident that causes injuries to another person or damage to another person's belongings.


Annuities come in many flavors and can be complex but at the core, it is simply a contract with an insurance company that can provide a series of regular payments now or in the future.

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