Insurance Planning

Prudent Planning Can Fill In Gaps

Wealth management means planning for a long, productive life while also preparing for the worst. DDIG can show you how to fill critical gaps in funding your long-term financial goals, while protecting your family from life’s risks. Some of our insurance services are as follows:

Estate planning

You can protect and preserve your assets while avoiding unnecessary federal estate taxes.

Long-term care

Guard against rising health care costs with insurance coverage for long-term medical needs that fits your circumstances and budget.

Income for life

Lock in investment income while deferring the payment of taxes on your investment assets using a variety of products backed by the creditworthiness of an insurance company.

Protecting your business

Shield your partners and ensure that your family won’t lose one of your largest assets with a “key-man policy” or other business protection strategies.