Insurance Products
Monere Investments, Inc. ensures that our Wealth Advisors have access to the best products and programs to help protect our clients and their loved ones from life’s risks. Our insurance products are extensive and cover the wide-ranging scope of risk management needs, including:
- life (term, whole, variable),
- disability
- long-term-care insurance,
- insurance-based wealth solutions such as qualified plans, estate planning
- annuity products (fixed and variable)
We work with the top-tier insurance companies, allowing us to offer a full-service insurance program. We do not contract with any specific company, which allows us to search for the best product to address your individual needs. Our Wealth Advisors have the experience to handle even the most complex insurance cases.
Please contact your Wealth Advisor for more information.