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Disability Insurance Awareness

Think you don’t need disability coverage? Think again. We draft a will. Create an estate ...

The post Disability Insurance Awareness first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

The post Disability Insurance Awareness appeared first on Integrated Tax Planning, Legal Planning & Financial Planning.

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Estate Planning Awareness Month

Plan for tomorrow, today. That seems like sensible advice, doesn’t it? Yet a surprising number ...

The post Estate Planning Awareness Month first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

The post Estate Planning Awareness Month appeared first on Integrated Tax Planning, Legal Planning & Financial Planning.

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Important Birthdays Over 50

Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure ...

The post Important Birthdays Over 50 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Insurance & Risk Management Services

Life Insurance Services

Life insurance is essential to safeguarding both your loved ones and your business. Without expert assistance, however, it can be difficult to determine what policy may be best for you. Trust in the professionals at OMNI 360 ADVISORS LLC to place the optimal coverage to accomplish your unique goals.

Disability Income Insurance Services

Loss of wages due to a disability can be devastating to your financial well-being. Disability income insurance could be one of the most essential components of your risk management portfolio. Business owners can utilize Disability Overhead Expense Insurance to pay overhead if they become disabled, while Disability Buy-Out Insurance may fund a disability Buy-Sell agreement. To learn more about our disability income insurance services.

Long-Term Care Insurance Services

Regular health insurance is often unable to cover the costs of long-term care. Long-term care insurance can protect you financially by assisting with these costs. Such policies can reimburse the often high expenses of assisted living facilities, in-home care, adult day care centers, and nursing homes. Although it may not be right for everybody, long-term care insurance can be life-changing for those who need it. Click here to learn more about our long-term care insurance services.

LINDA FARINOLA, CFA, CFP©, EA

Neel Shah, Esq., CEPA, CFP®

BRYAN KATZ CFP®, CHFC®, CLU®, CASL®, RICP®

  • risk management services
  • insurance solutions
  • life insurance coverage
  • disability income insurance
  • long-term care insurance
  • business risk management
  • disability buy-out insurance
  • financial protection strategies
  • insurance advisory services
  • wealth protection plans
  • business insurance solutions

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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Disability Insurance Awareness

Think you don’t need disability coverage? Think again. We draft a will. Create an estate ...

The post Disability Insurance Awareness first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

The post Disability Insurance Awareness appeared first on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Estate Planning Awareness Month

Plan for tomorrow, today. That seems like sensible advice, doesn’t it? Yet a surprising number ...

The post Estate Planning Awareness Month first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

The post Estate Planning Awareness Month appeared first on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Important Birthdays Over 50

Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure ...

The post Important Birthdays Over 50 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

The post Important Birthdays Over 50 appeared first on Integrated Tax Planning, Legal Planning & Financial Planning.

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