“Your safety net starts here” — Comprehensive insurance support for life’s unexpected moments
Life is full of surprises — some exciting, others challenging. While we can’t predict the future, we can prepare for it. Insurance is one of the most powerful tools for protecting your financial wellness, your loved ones, and your peace of mind. This month, we’re focusing on insurance and risk management — and how Pathwise helps you make confident decisions at every life stage.
Why Insurance Matters in Financial Wellness
Insurance is more than a monthly bill — it’s a financial safety net. The right coverage ensures that if life takes an unexpected turn, you and your family can focus on recovery instead of worrying about money.
Pathwise Insurance Support Channels
Your Pathwise team can connect you to trusted insurance professionals and provide personalized guidance for:
- Life Insurance — Protect your family’s future income if something happens to you.
- Disability Insurance — Replace income if illness or injury prevents you from working.
- Long-Term Care Insurance — Plan for extended healthcare needs in retirement.
- Health & Supplemental Insurance — Fill coverage gaps and reduce out-of-pocket costs.
- Property & Casualty Insurance — Protect your home, auto, and valuables.
Life Stage Approach
Guardian Plus (Families & Parents)
- Life and disability insurance to protect household income
- Health coverage to manage family medical costs
Mid-Career & Pre-Retirement
- Long-term care planning to safeguard retirement savings
- Supplemental health and disability options to close coverage gaps
Retirement Plus
- Strategies for reducing insurance costs while maintaining coverage
- Medicare guidance and long-term care protection
How to Get Started
- Complete Your Pathwise Financial Wellness Assessment — Identify your insurance gaps and priorities.
- Book an Appointment with Our Insurance Support Team — Get one-on-one guidance tailored to your needs.
- Review Your Coverage Every Year — Life changes, and so should your insurance plan.
Your insurance plan should evolve with your life. Let us help you make sure you’re protected — no matter what comes next.
Investment advice offered through Integrated Partners, doing business as Pathwise Financial Group, a registered investment advisor.