Asset Protection
Services Offered through CWA Brokerage, an Independent, Affiliated Insurance Company 1
You have worked hard to protect what’s most important to you. But when it comes to assets, there are always risks. CWA Brokerage can help.
How can I protect my wealth from unexpected threats?
Asset Protection
Life Insurance | Long-Term Care | Disability Insurance | Annuities
With over 20 years of experience connecting clients with bespoke life insurance policies, 5th Avenue Brokerage dba CWA Brokerage, works to give you peace of mind knowing your goals are being met and assets are protected.
How We Work with Clients
As an independent insurance brokerage firm, CWA Brokerage has access to 80+ life, long-term care, disability, and annuity carriers. This enables them to offer specialized insurance services that meet the specific needs of individuals, businesses, and families. To match you with the best plan, the CWA Brokerage team will:
Life Insurance
Whether you’re interested in low-cost term life insurance or the lifelong protection of whole life insurance, the CWA Brokerage team can walk you through options, ensuring you make the right choice for yourself and loved ones.
Such options may include:
Long-Term Care
As we age, it’s important to consider the costs of long-term care. These policies can lift the burden upon family members to provide for your care.
Common policies may include:
Disability Insurance
Protecting your income is critical, especially if an unexpected illness or injury could threaten your livelihood.
Policies we can offer:
Annuities
Annuities can be a useful solution to help you meet long-term financial goals. Depending on your financial circumstances, here are a few CWA Brokerage may recommend:
Additional Services
When it comes to protecting your assets, there is no one size fits all strategy. If the services above don’t match your current financial needs, CWA Brokerage also offers:
How We Work with Clients
As an independent insurance brokerage firm, CWA Brokerage has access to 80+ life, long-term care, disability, and annuity carriers. This enables them to offer specialized insurance services that meet the specific needs of individuals, businesses, and families. To match you with the best plan, the CWA Brokerage team will:
- Review existing estate planning documents
- Evaluate current insurance and/or annuity policies
- Complete a life insurance needs analysis
- Examine medical records to get you the best life insurance pricing
- Provide guidance during the insurance application process
- Once policy is inforce, CWA Brokerage will monitor and ensure goals are met
Life Insurance
Whether you’re interested in low-cost term life insurance or the lifelong protection of whole life insurance, the CWA Brokerage team can walk you through options, ensuring you make the right choice for yourself and loved ones.
Such options may include:
- Term Life
- Whole Life
- Universal Life
- Indexed Life
- Survivorship
Long-Term Care
As we age, it’s important to consider the costs of long-term care. These policies can lift the burden upon family members to provide for your care.
Common policies may include:
- Traditional Long-Term Care
- Hybrid Long-Term Care
- Hybrid Annuity Long-Term Care
- Life Policies with Long-Term Care Riders
Disability Insurance
Protecting your income is critical, especially if an unexpected illness or injury could threaten your livelihood.
Policies we can offer:
- Individual Disability
- Multi-Life Options
- Business Protection
- Athlete Protection
Annuities
Annuities can be a useful solution to help you meet long-term financial goals. Depending on your financial circumstances, here are a few CWA Brokerage may recommend:
- Multi-Year Guaranteed
- Indexed
- Immediate
- Deferred
Additional Services
When it comes to protecting your assets, there is no one size fits all strategy. If the services above don’t match your current financial needs, CWA Brokerage also offers:
- Referrals to partners who specialize in property, casualty, and umbrella insurance to provide you with comprehensive coverage tailored to your unique situation.
- Legacy planning assistance, including collaboration with your attorneys, accountants, and other fiduciaries.
Related Insights
1 5th Avenue Brokerage, LLC dba CWA Brokerage, is an insurance brokerage general agency firm in Naples, FL. CWA Brokerage is controlled by certain beneficial owners of CWA Asset Management Group, LLC (“CWA”) dba CWA Wealth Advisors (FL, LA & NC) and blueharbor wealth advisors (NC). Clients are not obligated to purchase insurance through CWA Brokerage or conduct business with or implement investment recommendations received by CWA or any affiliate of the Firm. For additional information, please refer to CWA’s ADV Part 2A.
