Safeguarding Your Financial Future
Life is unpredictable, but with comprehensive insurance planning, you can protect yourself, your loved ones, and your business from unforeseen events. At Compass Wealth, we offer tailored insurance solutions to provide peace of mind and financial security.
Life Insurance
Life insurance offers financial protection for your family and dependents in the event of your passing. We provide a range of options, including term and permanent coverage, to ensure your loved ones are financially secure.
Disability Insurance
Disability insurance replaces a portion of your income if an illness or injury prevents you from working. We help you select the right policy to maintain your standard of living during recovery.
Critical Illness Insurance
A critical illness can have significant financial implications. This insurance provides a lump-sum payment upon diagnosis of a covered condition, allowing you to focus on recovery without financial stress.
Estate Planning
Life insurance is essential for securing your family’s future and supporting charitable causes. It provides a tax-free benefit that can cover debts and final expenses while also allowing you to leave a meaningful legacy for charity.
Key Person Insurance
For business owners, losing a key employee or executive can disrupt operations. Key person insurance provides financial protection, ensuring your business remains stable during a leadership transition.
Buy-Sell Agreements
A properly structured buy-sell agreement ensures a smooth transfer of business ownership in the event of death, disability, or retirement. We help implement insurance-funded agreements to protect all stakeholders.