Insurance Planning

Here at Innovative Financial Group we have created an insurance planning division, Innovative Insurance Advisors (IIA), to handle all of our client’s insurance needs. IIA was formed as a company focused on educating businesses, individuals and families in the areas of life insurance, annuities, long-term care insurance and disability income insurance. IIA currently works with over 30 life insurance carriers to offer a variety of products to meet client needs.

The goal of IIA is to help families, professional individuals and businesses to obtain maximum financial potential by protecting and insuring their incomes, their lifestyles and their assets. We work toward our objective through a balanced three-prong approach. Our three-prong approach includes not only planning during the accumulation phase, but also planning for the distribution and preservation phases.