Asset Protection & Insurance Planning

Asset Protection & Insurance Planning


How you plan for life’s uncertainties and how those plans integrate into your overall financial plan are subtleties that often don’t get the right kind of attention from the right people.  At The Dowling Group ensuring that life’s twists and turns don’t derail your bigger plans is a critical aspect of managing your overall financial well-being.  As a licensed insurance agent, we advise clients on properly protecting themselves and their families in as cost-effective and comprehensive a fashion as possible.  Best of all, one adviser intimate with the other elements of your financial life ensures that your insurance is doing what it's supposed to in your big picture. 

Life & Health


So often Life and Health insurance are acquired over the years on an ad-hoc basis as different events occur in a person's life.  As your financial life evolves, so to do your insurance needs and how those insurance products integrate into your overall financial plan changes too.  The insurance marketplace is competitive and dynamic with price fluctuations and evolving coverages.  As your priorities shift from adequately protecting your cash flow needs to the tax benefits of insurance, having a financial partner conversant in the details to help guide you through the issues can have exponential benefits.

Property & Casualty


Property and casualty insurance provides coverage for the tangible assets you own while liability coverage protects you if you're found legally responsible for an accident that causes injuries to another person or damage to another person's belongings.  Any sound family risk management plan ensures that these types uncertainties are protected against and don't present undue stress on your bigger plans.

Contact The Dowling Group

From taxes to comprehensive financial planning, The Dowling Group is Fairfield's county's most trusted partner.  Our team of accredited experts stands ready to answer your questions and guide you to an optimal financial path.

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Alternative Insurance Structures

 

As complex insurance structures continue to evolve, concepts like Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA) have become a more prevalent topic in the financial management discussion with HNW individuals. There are a vast array of applications for insurance structures in a financial plan. Also, a vast number of ways to acquire and account for them. We’re happy to explore all the possibilities with you.