Protecting and preserving your assets is a vital part of an integrated wealth management strategy. Let us show you how we can design customized risk management solutions.
Insurance
Moors & Cabot has a dedicated, independent Insurance & Annuities department that partners with some of the nation’s premier insurance companies. As with the rest of our wealth management capabilities, we will employ a personalized approach.
Our staff will review your specific situation to evaluate all available products to find the best one for you, and they will be available to review in-force insurance policies to ensure your insurance is sufficient and performing as you originally intended.
We encourage you to bring your existing insurance policies to your financial professional. They can then account for and integrate them into the overall portfolio and financial plan.
Partnerships with some of the nation's leading providers
Moors & Cabot has partnered with leading insurance brokerage firms to give you access to a myriad of carriers and plan options to fit your specific need. We also work in an integrated fashion with these partners.
Through our partnership with Highland Capital, we have access to the best carriers in the business. Our insurance specialists will only refer you to carriers that have been rated as A+ or higher by A.M. Best (a rating agency that focuses exclusively on the insurance industry).
How much (and what type) of insurance do I need?
There are many types of insurance:
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Disability insurance
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Term life insurance
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Permanent life insurance
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Whole life insurance
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Universal life insurance
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Variable life insurance
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Variable universal life insurance
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Guaranteed issue life insurance
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Final expense life insurance
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Group life insurance
There is no "one-size-fits" all answer, as insurance needs vary based on a number of factors. We encourage you to visit the Life Events page to look at some of the situations that could affect your insurance needs.
However, its always best to have a true dialog with our financial professionals and insurance professionals to help assess the costs and benefits of any insurance product option.
Please utilize the tools here to get an understanding of some of the levels
Tools & Calculators
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Tool 1
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Tool 2
Documents & Guides
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Document 1
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Document 2
Annuities
With the help of our Insurance & Annuities department, your Moors & Cabot financial professional can help you define your goals and see if an annuity will help you meet those goals. Through this dedicated department's relationships with some of the country's largest insurance carriers, your financial professional will be able to present you with a comprehensive list of solutions.