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.
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 advisor. 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:
Term life insurance
Permanent life insurance
Whole life insurance
Universal life insurance
Variable life insurance
Variable universal life insurance
Guaranteed issue life insurance
Final expense life insurance
Group life insurance
There are 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, it's always best to have a true dialog with our advisors 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
With the help of our Insurance & Annuities department, your Moors & Cabot financial advisor 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 advisor will be able to present you with a comprehensive list of solutions.