Waterview Business Partners LLC
Life Planning from our family to yours - Simplifying the complex decisions involved in your insurance planning needs
Are you Under or Over Insured? Has your Health Improved? Call (866) 266-3315 and talk to a member of our team at your convenience.
Have you looked at your policies? A Life Changing Event can effect any plan. Schedule your review: [email protected]
When was the last time you spoke with an Insurance Professional? Just ask for our Free Consultation Our team is glad to help.
Meet the Waterview Business Partners Team.
The Waterview team is just that, a team. As you will read in our biographies, backgrounds and current interests with the non-profit community it is clear we believe in the importance of insurance planning. It is essential for the health of the family unit. We will think and ultimately assist you on acting on what is important for you. We are focused on helping you gain clarity and where you are today and then to help you build a structure that will lead you to the future that you envision. When it comes to strategic planning, you often hear people talk about the 30,000 foot view. The idea, of course, is to get up high enough to see the big picture. Flying at 30,000 feet you just can’t get the proper perspective. So we are determined to take a closer look; interpret the facts for your family and land that plane with proper insurance planning by a professional team.
OUR APPROACH:
V I E W
V erify the full family situation and your vision as head of household
I dentify goals that you wish to achieve for your family and legacy
E ligibility Let us help you choose the right insurance products that best suits your scenario
W ork Have a team work to build a healthy, beneficial relationship through positive interactions
Family Life Protection
Many people focus on their day to day routines without developing a comprehensive family plan that includes insurance. We urge our clients not to shortchange themselves.
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Mortgage Insurance
Is a term policy correct for you or permanent insurance a better option
We have found this question when posed to our clients to be the most telling of all.
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College Planning with insurance
It is exciting to see our children grow up and be ready as they attend college. Can you help them graduate debt free?
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Business Plans should include insurance
Where did you begin when you started your own business? The idea, the size of your potential market or understanding the challenges you may face.
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Elder Care
We grouped them together but they are not the same. Long Term care Insurance bought early may help later.
The care that our Elders need is both emotional and physical.
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Special Needs
Making the right decisions is stressful. Having to make a decision for a family member that solely relies on you can be even more difficult.
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Latest Blog Posts
Goals – hard work and team work
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Effective networking from my Perspective
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Why is it so important for us to work with affiliates?
WaterView Business Partners LLC Our affiliates There is nothing that anyone of us accomplished that was done completely alone. When it comes to helping...
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