Through our affiliated companies Olsen Investment Management offers access to a full range of insurance products and services including:

  • Life Insurance (Term, Whole Life, Universal Life, Universal Variable Life)
  • Disability Income Insurance
  • Long Term Care (Nursing Home Insurance)

Since each client will have a unique set of circumstances and needs, we have developed relationships with many different insurance companies so that our clients have a broad selection of carriers to choose from. We continually review the list of available companies and products to ensure that our clients have the most competitive products available from some of the most financially secure companies in the country.

Insurance is one of the building blocks to a strong financial planning foundation. We meet with our clients and review the amount of coverage as well as the types of policies they currently have in place. Too often, insurance is purchased without having a true understanding of the proper type or amount of coverage needed. We will complete a personal analysis and calculate the appropriate amount of insurance necessary to provide adequate protection to a client’s financial plan. After this careful review is completed, we will recommend any necessary changes.

Once implemented, we will monitor the coverages and recommend changes if warranted.