At Scarlet Oak, we look at insurance as one of the ways you can take care of the people and things you love. By incorporating risk management into your long-term financial plan, you give your family time and options in the face of a crisis or your death. We can help you explore a variety of life insurance options that will work for you and your family. 57% of American adults have life insurance, but many are underinsured.[1]
Insurance Services
in Atlanta
We recommend looking at life
insurance or reevaluating your current policy if:
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You are getting married.
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You have lost your job and therefore lost your group policy.
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You are getting divorced and have minor children.
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You are looking at alternative options in college planning.
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You are starting a business.
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You have purchased a new home.
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You are now widowed and have minor children.
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You are estate planning.
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You are starting a business partnership.
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You have a loan that requires coverage until the debt is paid off.
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You are having or adopting a child.
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You have college-age children and you want to protect their education options.
A whole, term, or universal life insurance policy could make sense to protect your family or business, and we would like to discuss how they work with your unique financial picture.
Becoming disabled, incapacitated, or possibly needing long term care are risks that we explore with our clients. For retirement income planning, we may recommend annuities, depending on your situation.
If you have any questions regarding life insurance, disability insurance, annuities, or long-term care insurance, contact us to set up a complimentary visit. We work with clients in Atlanta and across the country. Scarlet Oak Financial Services can be reached at 800.871.1219 or contact us here.
[1] https://www.policygenius.com/life-insurance/life-insurance-statistics/
Explore Our Insurance Services
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Life insurance – Whole, Term and Universal Insurance
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Long-Term Care Insurance
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Immediate and Deferred Annuities
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Disability Insurance
