Services: Insurance

Insurance is a risk management tool

Once you have done the hard work of earning, saving, and investing that nest egg, it makes sense to protect it. Risk management through insurance is a cornerstone of any good financial foundation.

However, the insurance industry has changed and become far more complex than ever.
Term, whole life, universal, living benefit riders, indexed annuities, variable annuities, long term care . . . the options seem endless.

We help you cut through the marketing and sales pitch to find the tools and products that fit into your specific plan. We can help you answer important questions like:

  • How much insurance do I actually need? And what type?
  • How do I know if it’s a fair price?
  • Does my insurance cover everything I need or do I have gaps in coverage?
  • Am I over insured?
  • What’s the real cost?


Insurance is a risk management tool used for wealth and lifestyle protection. We assess the most efficient products to manage risks in a prudent and cost effective way. Our industry knowledge is important when it comes to selecting the best policy for the job.

At Veritas, our philosophy is the same regardless of the topic: We provide you the education you need to take an active role in your financial future.


Contact us today to schedule an initial consultation.