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Are You Properly Insured?

Client Centered

Protecting your assets, your wealth, and your loved ones requires a long term risk management approach. Protecting your income stream gives you peace of mind that loved ones will be protected from financial strain and the cost of care. CPK Wealth Management offers a variety of risk and wealth management insurance products to give you this peace of mind when the unexpected happens.

We will be happy to explain the various insurance options available and recommend the best plans for you. 

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Insurance Services

Life Insurance

However complex your financial affairs, assets or family structure; a suitable life insurance policy can protect you and your loved ones against potentially devastating events. The uncertainty that comes with loss of earnings, investment or saving deficits and commercial or private liabilities can be avoided with advanced insurance planning. Your CPK Wealth financial advisor will help you to navigate the maze of life insurance products with surety to create a policy which perfectly aligns with your needs and those of your loved ones.

Disability

Developing a disability can be a devastating, costly and stressful time. Dealing with this period of adjustment is made harder still if you lose your ability to generate income at a time you may need it the most. Your CPK Wealth Advisor will work with you to select a disability insurance policy to manage risk and safeguard yourself and your family in the event of an illness or accident.

Long Term Care

CPK Wealth Management understands the substantial financial impact that long term care represents and the disruption this can cause to financial plans and wealth management strategies. With the rising cost of healthcare worldwide, even the most affluent families must protect themselves against the financial burden of long term care and have a long term care plan in place to safeguard accrued wealth and commercial and family capital.

Start a personal conversation with us today to add suitable insurance products to your risk and wealth management strategies.

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