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Freitas Wealth Management

Insurance Strategies

Our Services


Insurance can be a critical component of risk management in any financial plan. It helps protect individuals and families from the financial burden of unexpected events such as illness, injury, or death. By investing in insurance policies such as health, life, disability, and long-term care insurance, individuals can mitigate the financial risks associated with these events. Insurance can also allow individuals to focus on their recovery or care, without worrying about the financial consequences.

Explore our wide range of insurance strategies below.
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Health Insurance

Your health is important and so is your healthcare plan. We can help you find healthcare options that are as unique as your needs, financial situation, and that fit your family’s budget. Contact us for more information or click here for a free quote.

Dental and Vision Insurance

Dental and vision insurance are essential for maintaining good overall health. Neglecting dental and vision care can lead to serious health problems down the line. Dental insurance covers routine cleanings, fillings, and even major dental procedures like root canals and crowns. Vision insurance covers eye exams, glasses, and contact lenses. With regular checkups and preventive care, you can catch potential problems early and avoid more serious issues. Plus, having insurance can significantly reduce the cost of treatment. Contact us for more information or click the button below for a quote.
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Medicare and Medicare Supplement Plans

Medicare supplement and Medicare Advantage policies are essential for seniors to ensure that they have access to the best possible healthcare. Medicare only covers a portion of medical expenses, leaving gaps that can lead to significant out-of-pocket costs. Medicare supplement policies can help fill those gaps, covering cost like deductibles, copayments, and coinsurance. Medicare Advantage policies offer additional benefits like dental and vision coverage, prescription drug coverage, and wellness programs. By investing in these policies, seniors can know that the have comprehensive coverage for all their healthcare needs.
By dialing the number you will contact a licensed insurance agent. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800–MEDICARE to get information on all your options” (TTY users should call 1- 877-486-2048) 24 hours a day/7 days a week.

Life Insurance

Life insurance is a crucial aspect of financial planning. With life insurance, you can ensure that your family is protected from financial burden in the event of your untimely death. It can cover expenses such as funeral costs, outstanding debts, and ongoing living expenses. Additionally, some policies can serve as a source of savings and investment. By investing in life insurance, you can secure your family’s future and leave a lasting legacy. Don’t wait until it’s too late – contact us for a free quote and protect what matters most.
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Long-Term Care Insurance

As we age, we may need assistance with daily activities such as bathing, dressing, and eating. Long-term care insurance provides coverage for these services, whether received at home or in a facility. It can also cover medical expenses related to chronic conditions such as Alzheimer’s or Parkinson’s. Contrary to popular belief, these types of services are typically not covered under Medicare. Having long-term care insurance can help protect your retirement savings and prevent financial strain on your loved ones. It can provide peace of mind and allow you to age gracefully and comfortably.

Disability Insurance

Disability insurance provides protection in the event that you become unable to work due to illness or injury. Disability insurance can provide a steady stream of income to help cover your expenses while you’re unable to work. This can help prevent financial hardship and allow you to focus on your recovery. Without disability insurance, you may be forced to rely on savings or government programs, which my not be sufficient to cover all your expenses.
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Investments

Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity

Financial Planning

Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Medicare Supplement – Medigap Plans
Medicare Advantage Plans
Health Insurance
Dental Insurance
Vision Insurance

Have a Question?


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
rfreitas@freitaswmg.com | 803-393-2441
Freitas Wealth Management