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  2. Wealth Strategies
  3. Insurance Review & Analysis

Insurance Review & Analysis

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It’s a bit cliché, but someone once said the only two certainties in life are death and taxes.

Life’s unknowns such as premature death, disability or illness can have a tremendous impact on a family. Although these events are unpredictable, there are many insurance products available to help alleviate any concerns associated with potential financial loss. We will educate you on the benefits, and costs of using insurance to protect your loved ones.

Life Insurance, Disability Insurance, Long Term Care Insurance & Health Insurance each have an important place in most individual and family financial plans.  These products are ever changing and many enhancements and innovations have occurred in these past few years.  Has your portfolio been reviewed and updated?

Wedding-Picture.jpgOur team at Ascend Planning & Consulting, LLC can provide risk management through a comprehensive insurance analysis, helping to ensure that you, your family, and your assets are properly protected.


Would you like a no obligation analysis of your insurance portfolio?

Simply contact our team today.

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  •   3141 Fairview Park Drive, Suite 250, Falls Church, VA 22042
  •   888-660-4300
  •   info@ascendplanning.com

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Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice.  Consult with your professional tax and legal advisors regarding your circumstances.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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