Risk Management
The Foundation
We recognize that discussing protection planning using insurance might not be the most thrilling topic, but it serves as the foundation of a well-crafted financial plan.
By addressing the “what-ifs” in life, and mitigating those uncertainties and potential risks as best as possible, clients can focus more on pursuing their dreams and ambitions.
Our clients often come to us with pressing questions:
- “Do I need umbrella insurance, and if so, how much coverage is right for me?”
- “Am I making the most of my group benefits package?”
- “What’s the appropriate level and type of life insurance coverage for my situation?”
- “How can I navigate the complexities of Medicare?”
We offer insurance services and analysis in the following areas:
- Life Insurance Brokerage
- Disability Insurance
- Long-Term Care Insurance
- Annuities
- Benefits Enrollment Consulting
- Property & Casualty Insurance Coverage Evaluation
Ted and Alicia L. are current clients of Doug Palic. Ted and Alicia L. were not compensated for this testimonial. This testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
CRN202511-5274096
John Douglas Palic is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.SIPC.org). Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, 717-791-3300. Willow House Advisors is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.
