Right now, there are more than 1,800 investment funds available for you to choose from. Because Insurevest Corporation doesn’t represent a single company, we are in an ideal position to advise your investment fund decisions. We’ll sit down and discuss your investment goals and which organizations will help you along your journey. Some options include planning for a college education, retirement, or a savings investment during your working years. Most investments have a history of realizing a positive return in the long run, but higher-risk portfolios also serve a purpose.
Milestone events like the birth of children, job changes, retirement, health concerns, and divorce often require a review of your insurance investments and other financial vehicles. Our job is to gather information and answer questions honestly so that you can make wise decisions about your own planning process. Talk to us about estate planning and transition planning to ensure a smooth progression through life’s changes.