Insurance

Too often, clients get an insurance policy—whether it’s whole life, universal life, term life, long term care, disability, home, or auto insurance—and rarely ever review it again.

Life changes, and it can change fast. We believe it’s an important part of the financial process to stay up to date on all insurance policies. The coverage you bought 20 years ago may no longer be enough. Other options available today may be more appropriate for your current situation. 

It’s important to ensure you know how your current policies work, that they are priced right, and that the coverage is appropriate for your situation today. We'll review your policies on a continuing basis to ensure the ones you care about most are protected.

When choosing coverage, most people feel like they are throwing a dart blindly hoping to get the appropriate amount. You may be under-insured or over-insured depending on your needs, but it can be hard to know where you stand. 

Provista will conduct an extensive discovery session to help you understand how insurance can support what matters to you and then determine the specific amount you need based on your personal goals, not general rules of thumb. We can help identify gaps and needs with long-term care insurance, life insurance, key-man insurance, disability insurance, home insurance, auto insurance, umbrella insurance, and more.

All of these circumstances bring emotional and financial instability to you and your loved ones. We have walked alongside many families over the years that have had to deal with these painful situations. Through advance planning and thoughtfulness, our goal is to ensure that when you and your loved ones face these hardships, your finances aren't the concern.