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Insurance Strategies

Protecting You, Your Family and Your Wealth

Insurance can perform many roles. It can replace lost family income, reduce estate taxes, and provide for business continuity. Your unique situation will determine what type of plan makes sense.

We consider the tax efficiency and cost effectiveness of your coverage, and as independent advisors, we offer objective solutions.

Our Strategies Include:

  • Disability Insurance
  • Business Overhead Insurance
  • Life Insurance (Universal, Variable, Whole and Term)
  • Long Term Care Insurance 
  • Annuities (Lifetime Income Programs)

Important Articles:

Who Likes To Buy Insurance?

Not many people enjoy the process of applying for insurance or writing premium checks. At Potomac Wealth Advisors, LLC we understand this. We have developed an insurance strategy review that checks for redundant and unnecessary coverage. As independent advisors, we have no sales managers or pressure to sell a certain policy. We are able to utlilize many carriers and match our clients with the company and approach that meets their needs. We strive to recommend the right insurance solutions while considering cost effectiveness and tax efficiency.  Call us for a complimentary review or with any insurance questions.