Insurance is often an integral part of the wealth management planning process, but insurance is not by itself a plan. We believe effective planning combines life insurance (time insensitive) with planning techniques requiring longevity (time dependent). Life insurance can hedge the risk of too little time and guarantees* the desired result regardless of when death occurs. We integrate insurance into your plan in a way that makes sense.
Disability Insurance
Jay Gentry has been a financial services professional since 2002, spending seven years with Northwestern Mutual. He then served as the life and disability insurance specialist at Hagan-Newkirk, and most recently as partner/managing director of Chandler Advisors, responsible for the firm’s strategic growth.