CALL US: 800-384-1756 HOME › WEALTH MANAGEMENT SERVICES FOR INDIVIDUALS › INSURANCE SOLUTIONS Insurance Solutions Find a Local Advisor Find a Location Insurance Planning to Help Grow, Protect & Transfer Assets Your wealth advisor will collaborate with our risk management team to offer recommendations around personal insurance planning including adding life, disability and long-term care insurance when needed to help ensure your level of protection aligns with your goals for protecting your family and your assets today and beyond. We understand you have specific asset accumulation, protection and transfer goals. That is why we focus on common-sense design, review and implementation of insurance solutions. Our risk management professionals will answer questions such as: What type and how much life insurance is needed to help reach your goals? How can we lessen the income consequences should you become disabled? What wealth transfer strategies can we implement today to lower your current tax liability while also making sure your wealth is transferred to your family or a charity according to your wishes? Do tax-advantaged insured investment strategies make sense for your specific situation? What can we do to help preserve your wealth from income and estate taxation? Our team offers advice on risk management that includes: Asset and income protection strategies Analysis of insurance companies, including product evaluation Long-term care insurance expense mitigation and product selection Needs analysis and strategies for all types of life and group insurance as well as disability and long-term care insurance Wealth transfer, charitable giving and estate tax reduction strategies Assistance negotiating executive bonus and benefits programs Annuity rescue solutions and single premium immediate annuities (SPIA) Mariner Wealth Advisors is under common control with insurance agencies. Certain representatives are licensed insurance agents with those agencies and are compensated for the sale of insurance-related products. INSURANCE SOLUTIONS INSIGHTS How to Use Insurance Strategically AUGUST 3, 2021 Read Long-Term Care Insurance: Rider or Stand-Alone Policy? JULY 15, 2021 Read Your Questions, Answered: Medicare MARCH 11, 2021 Watch See all Insights Discover how we can help you achieve your goals. Thanks for wanting to learn more about how we’ll partner with you. Complete this form, and we’ll share our 360° approach to wealth management or find a location near you. Name Email Phone Are You A: Are You A: Client Prospective Client Advisor/Investment Representative Other Message CAPTCHA Contact Us Mariner Wealth Advisors NewsroomPrivacyCookie PolicyCCPAForm CRSForm ADVLegalFor AdvisorsContact Our Team © 2021 Mariner Wealth Advisors Subscribe to Our Newsletter Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles. Untitled Untitled Untitled This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in tracking and performance tools, and in order to improve and customize your browsing experience. To find out more about the cookies we use, see our privacy policy. Accept