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Insurance Planning

has a purpose for your life.

has a purpose for your life.

Know You’re Covered for the ‘What Ifs’ of Life

Life can throw you a curveball at any moment, often without warning. Those are the times when having the right insurance is a sigh of relief.

 

Many investors have significant gaps in their financial plan that can quickly cause instability without the right insurance. That’s why our team at Avior Wealth Management takes a proactive approach to helping you get the coverage you need to fit your exact situation. We make sure the right plans are in place to mitigate risk and help you protect what’s most important to you.

 

With careful planning and guided conversations, you can be truly confident knowing that no matter what life throws your way, you can still achieve your purpose. Your wealth can still be protected because you made the right choice for your family and the future.

 

Who We Work With for Insurance Planning

We work with individuals, families, and businesses who are in need of total insurance insight. From life insurance, long-term care, and disability for individuals to key person insurance for business owners, our clients trust us to make the recommendations their plan needs. No matter your situation, we take our fiduciary responsibility into every considered scenario when it comes to finding you the right insurance for your situation.

 

What We Can Work on Together

• Life insurance

• Disability insurance

• Long-term care insurance

• Key person insurance

• Employer-sponsored insurance for you and your employees

 

Your Financial Stability and Family’s Future Matters Too Much Not to Have the Right Insurance

You already know the value of insurance – but do you know if your insurance carries the right value for your exact situation? Our team can help you do a full review of your insurance needs and make the best decision for your future. Reach out to our team to connect today.

Disclosure: Nothing contained herein should be construed as legal or tax advice. Avior and our Advisors will work with your attorney and/or tax professional to assist with your legal and tax strategies. Please consult your attorney or tax professional with specific legal and/or tax questions.

Many of our Advisors are licensed insurance agents through Collaborative Planning Group. All insurance policies and plans are issued through Collaborative Planning Group. Advisors may be compensated separately for insurance and these fees are not part of the fees charged by Avior Wealth Management, LLC.

Client Portal

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Click below to login and view your client information through our portal. If you need assistance with your login credentials, please email us or call 402-218-4064.

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Frequently asked questions.

Frequently Asked

Questions.

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