Insurance Analysis & Planning

As a fee-only firm, AWM Global Advisors earns no commissions on insurance products. Our insurance analysis is therefore objective — focused entirely on whether coverage is appropriate for your situation, not on product sales.

• Life insurance — need analysis, policy review, and ownership structure
• Disability income insurance — protecting your earnings capacity
• Long-term care insurance — planning for future care costs
• Key-person and buy-sell agreement funding for business owners
• Review of existing coverage for gaps, redundancies, or cost efficiency