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Insurance Planning

Individuals and Families

At Borwick Wealth Management, we understand that protecting what matters most is a crucial aspect of your financial well-being. Our comprehensive insurance planning services are designed to provide you with confidence and safeguard your future. Here's how we can help:

Life Insurance

  1. Protect Your Loved Ones: Ensure your family's financial independence with a life insurance policy tailored to your unique needs.
  2. Diverse Options: Our team offers a range of life insurance solutions, including term, whole, universal, and variable life insurance.
  3. Professional Guidance: We help you navigate the complexities of life insurance, ensuring you choose the best policy and coverage amount for your situation.
Disability Income Insurance

Disability Income Insurance

Income Protection: Safeguard your earning potential with disability income insurance, providing financial support if you're unable to work due to illness or injury.
Customized Plans: Our advisors work with you to create a disability insurance plan that fits your specific needs and budget.
Confidence: Enjoy the confidence that comes from knowing your financial obligations will be met, even if you can't work.

Health Insurance (Certified by Connect for Health Colorado)*

  1. Comprehensive Coverage: As certified brokers with Connect for Health Colorado, we help you find health insurance plans that meet your healthcare needs and budget.
  2. Expert Navigation: Our team guides you through the complex healthcare marketplace, ensuring you understand your options and make informed decisions.
  3. Year-Round Support: We're here to assist you during open enrollment and throughout the year, addressing any questions or concerns about your health insurance coverage.


At Borwick Wealth Management, we believe that insurance planning is a vital component of your overall financial strategy. Our dedicated team is committed to helping you safeguard your assets, your family, and your future. Contact us today to start building a foundation for your financial well-being.

 * "Certified by Connect for Health Colorado" means that a health insurance broker or enrollment assistant has completed the necessary training and requirements to sell or assist with enrollment in health insurance plans through the state's official health insurance marketplace. These individuals are authorized to help consumers navigate the marketplace, compare plans, and enroll in coverage, potentially including accessing financial assistance. means that a health insurance broker or enrollment assistant has completed the necessary training and requirements to sell or assist with enrollment in health insurance plans through the state's official health insurance marketplace. These individuals are authorized to help consumers navigate the marketplace, compare plans, and enroll in coverage, potentially including accessing financial assistance. 

FAQs


  • Insurance planning protects your income, your family, and your long-term financial goals from unexpected events. It ensures you have the right coverage in place to reduce financial risk.

  • The right type depends on your goals, budget, and family needs. We help you compare term, whole, universal, and variable life insurance so you understand your options and choose the most suitable coverage.

  • Disability income insurance replaces part of your income if an illness or injury prevents you from working. It helps you maintain financial stability while you recover.

  • Anyone who relies on their income to support themselves or their family should consider it. If losing your paycheck would create financial hardship, disability insurance can be essential.

  • Yes. As certified brokers with Connect for Health Colorado, we help you compare plans, understand benefits, and find coverage that fits your medical needs and budget.

  • Absolutely. We assist clients year-round with coverage questions, claims issues, and changes to their healthcare needs.

  • Insurance protects the financial plan you’re building. It ensures that unexpected events don’t derail your savings, investments, or long-term goals.

  • Yes. We review your current coverage, identify gaps or overlaps, and help ensure each policy still aligns with your needs and financial priorities.

  • We take a holistic view of your finances, coordinating life, disability, and health insurance with your broader goals so every part of your plan works together.