Broker Check


For most, insurance plans play a central role in our financial well-being. Our role is to help provide financial security for our clients when it is needed most. We assist clients in securing new insurance as well as evaluating current insurance contracts. VisionPoint provides an array of insurance products along with a diverse group of highly rated insurance carriers, all designed to solve the client’s personal, business, and estate planning needs. We secure underwriting offers on the client’s behalf for the most competitive positioning and pricing. Our products and services include:

Insurance Products

  • Individual Life Insurance
  • Buy/Sell, Key Person and Split Dollar Life Insurance for the Business Owner
  • Long Term Disability Insurance
  • Traditional and Asset Based Long Term Care (LTC) Insurance Plans

Risk Management Services

  • Insurance Portfolio Review and Analysis
  • Pre-assessment and Underwriting Negotiations
  • Annual Policy Review and Evaluation
  • Cash Flow Modeling outlining Cost and Benefits
  • Carrier Financial Analysis and Rating Agency Reporting
  • Product Analysis based on Life Expectancy Projections
  • Internal Rate of Return Modeling and Analysis