INSURANCE
Transfer the financial risk of life's events to an insurance company.
Breathe easier.

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.

We review and assess your risks.
We create a customized insurance plan.
Protect Your Most Important Assets

We don’t offer our own insurance, but we are independent. This allows is to offer a broad range of solutions to clients that have a need for insurance coverage, without being beholden to products or specific one-size-fits-all strategies. These solutions include:

  • Term Insurance
  • Whole Life Insurance
  • Variable Insurance
  • Disability
  • and more!

They are trustworthy, honest, normal people, who will treat you like you’re a friend and take care of your money. You can trust them.

Paul Mothena

Client was not compensated for this testimonial and was a client at the time of recording, 10/26/21.

Insurance FAQ

What happens to my policy if Prudeo Partners is sold or changes ownership?
Prudeo Partners is not an insurance company, but we do have advisors that are licensed to sell various forms of insurance. We work with outside parties to place policies that will be a best fit for clients. If Prudeo Partners is sold or changes ownership, the insurance policies themselves will remain intact, so long as the issuing company is in existence.
How many policyholders does Prudeo Partners have?
Prudeo Partners is not an insurance company. We do not have clients that hold policies directly with Prudeo or its subsidiaries. We work with outside partners to shop for and place policies that will be a best fit for our clients.
How could an event like death, disability, or long-term care needs affect my future?
Serious events such as an unexpected accident, illness, or death can cause unexpected burdens for your loved ones and can severely impact a family’s financial plan. Such moments can put an abrupt halt to income, insurance benefits and prevent savings for the future. Our team of advisors are prepared to have these conversations with you and fill gaps insurance may provide, so you have peace of mind knowing your family is financially secure in the event of a serious life event.
Do I need to consider life insurance or long-term care?
Insurance can be an important tool to help fill in the gaps of a financial plan. Long-term care costs can be burdensome and are often overlooked when preparing for the future. As the needs for each individual client will vary, it’s always a good idea to look at insurance from a holistic perspective, to ensure that a client isn’t over or under-insured. The advisors at Prudeo are well equipped to assess your insurance needs and have conversations around what will be a best option.
Is there an application fee to apply for the plan?
Prudeo Partners works with outside partners to shop for and place insurance policies that will be a best fit for our clients. We do not charge clients an application fee. We do not currently shop for insurance through carriers that charge an application fee.
What happens to my policy if Prudeo Partners is sold or changes ownership?
Prudeo Partners is not an insurance company. We have advisors that are licensed to sell various forms of insurance. We work with outside parties to place policies that will be a best fit for clients. If Prudeo Partners is sold or changes ownership, the insurance policies themselves will remain intact, so long as the issuing company is in existence.

Are you satisfied with your family's protection from risk?

Let Us Come Beside You