How do life insurance, disability insurance and critical illness insurance fit into a larger wealth plan?
Life insurance, disability insurance and critical illness insurance can each protect a different part of your financial life. Disability insurance can help protect your income, while critical illness insurance can provide financial flexibility during a serious health event. Life insurance can support family security, estate liquidity, business succession and wealth transfer. We look at each type of coverage in the context of your broader tax, retirement, estate and business plans.