Insurance

Insurance review is an important aspect of your financial plan. When requested, we will review the details of your policies and your coverage. HighMark provides the resources to find the most cost effective solutions for our clients.

Our review can focus on:

  • Each clients’ particular insurance coverage needs and desires
  • Periodic review of current policies to maximize your benefits and cost effectiveness
  • Making sure your policy is accurately passed down to the correct beneficiaries at death

Insurance review is an important aspect of your financial plan. We continuously review the details of your policies and your coverage. HighMark provides the resources to find the most cost effective solutions for our clients.

Our review focuses on:

  • Each clients particular insurance coverage needs and desires
  • Annual review of current policies to maximize your benefits and cost effectiveness
  • Making sure your policy is accurately passed down to the correct beneficiaries at death