Individual & Family Insurance Planning

Our Two-Steps Longevity & Retirement Readiness Program.. 

Are You Missing Out on Financial, Medical, Housing & Governmental Benfits?

Leveraging Our Extended Network. 

"The way our insurance advisor worked with us, not just on insurance but in considering other challenges we face with aging was so refreshing and we are grateful"

—Terry & John C, Fairfield, CT

The definition of retirement is changing, meaning different things to different people. The traditional expectations of age are being re-shaped to include longer, more rewarding lives. At OC Insurance we engage in “longevity planning.” Longevity planning integrates wealth, health and legacy issues and accounts for increased life expectancy now enjoyed by many.

  • In many cases, individuals have existing relationships with service providers and simply need better coordination. We reach out to these professionals and work with them to cultivate and strengthen your team over time.
  • Others may need assistance in only one or two disciplines across our network. We help identify gaps and offer introductions where necessary, merging existing and new team members to form a cohesive plan.
  • Some need to start from the ground up, requiring a total network approach. Utilizing all of the transition services we offer would be rare; however network partners are on standby, ready to go into action when needed.

Our approach features a coordination of multiple disciplines to help you realize a secure and fulfilling retirement. This philosophy guides our entire practice. Taking the long view is the hallmark of our process.   The transition into retirement affects all aspects of an individual’s financial plan, including cash flow, risk management, investment planning, health care spending, and survivorship planning to name but a few.

Learn More About our Total Insurance Optimization Relationship - See scorecard template below