Insurance | Summit Legacy Strategies

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.

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.

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Dog Bites and Homeowners Insurance

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

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.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Why should we consider life insurance?

Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.

Financial confidence boosters for women in midlife

Five things women in midlife can do to help boost their financial confidence. 

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

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.

Updating your insurance after divorce

If you are going through a divorce, here are some steps to take to help ensure that you’re properly protected by insurance. 

A love story of financial well-being

Hear from Guardian clients Ed and Mary Ann - A love story of financial well-being

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