Services

Life and Long-Term Insurance Review

Description:

Total Wealth Planning and Management, Inc. does not sell life insurance or Long-Term Care insurance.  Since we do not sell insurance, our advisors can give an objective analysis of needs, costs and types of insurance and give you specific and independent recommendations.  We will review needs as well as any current policies and quotes.

Recommended for:

Individuals, Couples

Cost:

One-time, $200 per individual.

Veterans and first responders may receive a 50% discount with proof of service.

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