We represent three main categories of individual products
Life Insurance
Strategic Insurance has more than 20 years consulting on insurance solutions.
We have a dedicated insurance planning team that can assist and navigate the complex process.
Long Term Care Insurance
We have learned in our work that insurance tools are often under-utilized to protect the basic needs.
As part of our financial planning process we assist clients is reviewing all lines of protection that can apply.
Disability Insurance
We work with numerous vendor platforms and we have a deep bench of consultants to assist with plan administrative support and fiduciary level consulting.