APPLIED ASSET MANAGEMENT

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Ohio Life Insurance

At Applied Asset Management, we take great pride in creating customized insurance strategies that are designed to help you protect your loved ones. As part of your initial consultation, we review your current financial situation, discuss your objectives, and offer life insurance solutions to help you pursue your goals. Our services include:

Insurance

Tragic events like death, disability, or critical illness can derail properly prepared financial plans if insurance is not in place. When faced with such a situation, insurance can protect you and your family from undue hardship. For this reason, a variety of insurance coverage is an essential element of any customized financial plan. After evaluating your needs, we can recommend the most appropriate form of insurance and amount of coverage. Through a vast network of providers, we offer several types of insurance, including:

 

  • Term Life Insurance
  • Whole Life Insurance
  • Buy / Sell Agreements
  • Long-Term Care Insurance
  • Disability Insurance
  • Critical Illness Insurance

Medicare Supplement & Advantage Plans

Selecting a Medicare supplement policy or Advantage policy can cause confusion, as there are a number of options. Our preferred partners can assist you in comparing options for both Medicare Supplement and Advantage Plans through our network of insurance providers, and help you decide on an appropriate option.

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