We partner with field marketing organizations and insurance carriers that offer our team with support and our clients with solutions to their current and ongoing needs.
Insurance planning support include the following:
We partner with field marketing organizations and insurance carriers that offer our team with support and our clients with solutions to their current and ongoing needs.
Group insurance planning support include the following:
We begin the process with learning your values and identifying areas of risk exposure.
We evaluate your coverage needs and identify any coverage shortfalls
We review any existing coverage and educate you on what you have then present how it may fit into the overall plan.
Should there be a need for new or change in coverage provider or coverage amount then services will be coordinated with your insurance agent.
If you need support with implementing recommendations then you may engage with our Insurance Agency. Our agency represents our clients, not the insurance carrier. CA Insurance License #6009504.
Provides economic benefit in the unexpected death of the insured. Coverage commonly used for Income replacement, Funeral & final expenses, Debt payoff, Inheritance, Pay estate taxes, Charitable planning, Living benefits
Disability coverage provides economic benefit in the event the insured is unable to work. Coverage may be for short-term, long-term, or in certain situations permanent disability.
Long Term Care coverage provides economic benefit for the insured with a chronic or disabling condition requiring long term care. Coverage may be used for nursing-home care, home-health care, and personal or adult daycare
Federal medical insurance for anyone age 65 or older and some individuals under 65 with certain disabilities or conditions.
Provides economic benefit in the event the insured is experiencing health related challenges.
Investment issued by insurance companies to provide annuitants with a future stream of income over their lifetime or a specified period of time.
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Firm Disclosures: ADV 2A
Advisory services offered through L.M. Harwood, Inc. dba F.A.I.T.H. Driven Planning, a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where F.A.I.T.H. Driven Planning and its representatives are properly licensed or exempt from licensure.
Insurance products offered through L.M. Harwood, Inc. dba F.A.I.T.H. Driven Insurance Services CA Insurance License #6009504.
This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by F.A.I.T.H. Driven Planning unless a client service agreement is in place.