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Insurance Planning

Insurance is the foundation for any successful financial plan. It includes both "offensive" and "defensive" measures to protect you, your family, and your business.

Various insurance needs include:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance
  • Annuities
  • Critical Illness Insurance
  • Health Insurance
  • Medigap Insurance Plans

Professional Life Insurance Analysis and Recommendations (P*L*I*A*R) was developed in 2003 by Integris Financial Network to perform independent and impartial reviews of existing life insurance policies to benefit our clients. Whether you’re the insured, policy owner, beneficiary or the trustee.

The primary goal of this complimentary service is to furnish other specialized professionals in the financial services, legal, accounting, and banking industries with the unbiased, accurate information needed to perform the due diligence you expect. Our approach mandates that any other advisors consulted by you are invited to become participants in this review exercise. This philosophy create a form of “checks and balances.

Tormey's Law states that "there are two ways to be insurance poor – the first is not having enough insurance, and the second is spending too much for it." We are committed to helping you pursue your financial goals and objectives. Your financial security, now and in the future, will always be our number one priority.