Insurance Planning

Insurance planning is a critical component of a comprehensive financial plan. Insurance strategy involves contingency planning, risk management, and risk mitigation. Insurance is an effective risk mitigation tool, which often affords an added benefit, peace of mind.

RWP Capital is Independent

You may already have adequate insurance. An assessment of the adequacy of your current insurance is a part of the financial planning services we provide. If a determination is made that additional protection is recommended, we will present you with that recommendation and investigate available options at your request. As independent licensed insurance agents, we are not tied to any one company when evaluating insurance products for you. We have no proprietary products of our own, nor does LPL Financial have proprietary products of its own to sell. That means we can shop the market and find the insurance company and policy that is best suited to your family’s needs.

We offer insurance products in the following categories:

  1. Term Life Insurance
  2. Permanent Life Insurance (Whole, Universal, Variable & Index)
  3. Disability Insurance
  4. Long-Term Care Insurance
  5. Life/Long-Term Care “Hybrid” Insurance

Review Your Insurance Options

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440 Mamaroneck Ave. Suite 403
Harrison NY 10528

We are proud recipients of the CERTIFIED FINANCIAL PLANNER™ designation. We are dedicated fiduciary retirement planners.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Independent Advisor Alliance, a Registered Investment Adviser. Independent Advisor Alliance, RWP Capital, and Rightirement Wealth Partners are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Pursuant to CA Insurance Code Section 1726 Allen Hodys Domicile State NY - CA Insurance #2122805 William Brancaccio Domicile State NY - CA Insurance #0L02737 LPL Form CRS and IAA Form CRS

Rightirement Wealth Partners
4 W. Red Oak Lane, Suite 300 White Plains, NY 10604