Solutions

Integrated Insurance

“Insurance has never been bought, only sold.”

Far too often, insurance is distributed by commission-driven salespeople that don’t consider the nuances of your financial life when recommending products or solutions. At Telemus, we take a fundamentally different approach.

Our Approach

We work with clients to understand the financial risks that are part of everyday life: things like owning a home, owning a business, or riding a bike to work. From this initial audit, we then find cost-effective insurance policies that reduce or eliminate these threats to your wealth.

 

To deliver integrated insurance solutions, we partner with Fischman Insurance Group, led by Ari Fischman, CFP®. Ari helps to develop customized insurance solutions for Telemus clients.

You may be interested in these additional resources:

White paper

6 Life Insurance Pivots Which May Require an Update

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Webinar

How to Reduce Taxes on Qualified Accounts

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Tool

Long-Term Care Calculator

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Learn more about how Telemus can help you build wealth, preserve wealth, and enjoy the process.

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