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Life Insurance

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Life Insurance & Risk Management Strategies

Our team can help educate you on what options works best for you or your family now, and how the options can adjust in the future as things change. We can help identify the best carriers for an individual’s health situation to make sure they are getting the most appropriate coverage for their dollars. Life insurance has many different specific purposes from protecting your family’s home and mortgage, to an estate planning tool for protecting assets and creating a legacy for future generations.

We begin with a comprehensive fact-finding meeting, to help clarify and quantify your goals and objectives as they relate to life insurance and risk management needs. Together, we’ll evaluate your existing life insurance portfolio and identify potential opportunities to optimize its value. Put your mind at ease as we educate you on options for a legacy strategy designed to make sure your loved ones or business are not left with a financial burden. We will educate you and make sure to explore your options through our extensive network of carriers while explaining every step of the process. Numerous options are available, from term insurance to multiple types of permeant policies to help us build a specific solution for your needs or concerns. 

Options available include:

  • Term Life Insurance
  • Whole life insurance
  • Variable life insurance
  • Universal Life insurance
  • Disability insurance
  • Long term care insurance

… and much more. Please make an appointment with our team to review your insurance so you can be confident you have the most up to date coverage that is properly set up to help ensure things are taken care of.

Let’s discuss your financial goals. Contact us today to learn more, or click here to request an appointment.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Harbortown Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com · Privacy Policy · PPG-6146123.1 (12/23) (Exp. 10/25)

Harbortown Financial Group, LLC

Proudly serving Buffalo and Western New York. Hours by appointment only.

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350 Essjay Rd.
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Williamsville, NY 14221

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190 Sunset Dr.
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Hamburg, NY 14075

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Orchard Park, NY 14127
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