What We Do

Insurance Analysis

The Insurance Department of Cedar Brook was created to provide clients with the expertise to manage their insurance assets. While often overlooked, a well-managed insurance portfolio is an important component of a sound financial plan.

Cedar Brook advisors have years of experience delivering comprehensive support for life insurance, disability insurance and long-term care insurance products and planning. Whether you need to purchase new coverage, audit existing policies to ensure they remain competitively priced and are aligned with your objectives, or to work with your legal advisor for estate planning purposes, Cedar Brook’s advisors have the expertise to take your insurance planning to the next level.

Cedar Brook advisors work with clients to capitalize on the opportunities that the insurance market provides as well as identify the optimum coverage for each individual or business. Our Insurance Department is effective because of our partnership with Ash Brokerage, a leading insurance brokerage firm that partners with eighty insurance companies.

Our Insurance Department is effective because of:

Our partnership with Ash Brokerage, a leading insurance brokerage firm that partners with eighty insurance companies. Ash provides us with access to a comprehensive portfolio of product resources.

Our dedicated field underwriting group. Unlike many wealth management firms, Cedar Brook has a dedicated field underwriting group which controls most of the underwriting and case management processes. Our clients benefit from this in-house expertise. By managing the underwriting process we are better able to represent our clients’ interests and secure the best insurance deal possible. That means our clients receive the most coverage for their premium dollar.

Our five-step financial planning process. This disciplined approach starts with a discussion of your goals. The analysis phase includes an evaluation of your current insurance portfolio and results in recommendations specific to your goals and market opportunities.

A customized and effective financial plan is not complete without a well-managed insurance portfolio.

Corporate Services

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