Insurance | Summit Wealth Advisors

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Have A Question About This Topic?

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

View all articles

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

View all calculators

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.