Broker Check

Asset Protection

A smart financial strategy must include protecting what you have.

Alpha Management Inc. is a full-service insurance brokerage, and we not only shop and use the top insurance companies in the world to find the best fits for our clients. We're also always on the lookout for the best new insurance strategies available for our clients.

For example, did you know that a few life insurance companies offer low-cost term life policies with "living benefits"? These policies will also pay a benefit if you develop a chronic illness and need assistance with two "Activities of Daily Living", the same triggers used by Long Term Care Policies. We own them ourselves and often recommend them to clients.

Alpha Management offers a full slate of asset-protecting insurance products:

  • Term Life Insurance with Living Benefits
  • Universal Life Insurance with Living Benefits
  • Annuities
  • Whole Life Insurance
  • Long Term Care Insurance
  • Disability Insurance

Let's review what you have now and plan for the future. Contact us today.

This article is intended to assist in educating you about insurance generally and not to provide personal service. Guarantees are based on the claims paying ability of the issuing insurance company. Riders are additional guarantee options that are available to an annuity or life insurance contract holder. While some riders are part of an existing contract, many others may carry additional fees, charges and restrictions, and the policy holder should review their contract carefully before purchasing.

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