Life Insurance Analysis

Maintaining the appropriate level of the insurance is an often overlooked component of the wealth management planning process. At Sangam Investments we realize that suitable insurance coverage may become critical at a moment’s notice. This is why we provide clients with a thorough life insurance analysis and monitoring service that is tightly coordinated with our comprehensive estate planning program. Sangam leverages our understanding of each client’s estate and tax strategies to assist them in evaluating current policies and selecting the most appropriate insurance levels, products or services.