Protect
An important component of investing for your future is protecting current assets and possessions from unknown expenses that disrupt your needs and goals.
From property and life insurance to disability and long-term care, we focus on helping you protect what matters most.
No matter what your financial needs are, we provide several coverage options for both individuals and families. Below are some of our plans:
An important component of investing for your future is protecting current assets and possessions from unknown expenses that disrupt your needs and goals.
Sgroi Financial offers many options to provide coverage for individuals and families; here are some of the more well-known plans:
Term Life Insurance
Provides coverage at a fixed rate for a limited time. The insured determine if they want to renew their policy.
Whole Life Insurance
This policy is structured to last your entire life as long as premiums are paid. These policies also include a savings component which accumulates cash value.
Universal Life Insurance
Provides coverage until death or the age of 121. There is a flexibility of premiums and death benefits.
Disability Insurance
Provides income protection for individuals who become unable to work due to injury or illness for a long period of time.
Long Term Care Insurance
Covers the cost of in-home care, assisted living, hospice care, nursing home and the like for individuals who are unable to perform daily living activities.
Property Casualty Insurance
Insuring your home, auto and personal liability.
INSURANCE
We Have
You Covered
There are a lot of insurance options out there, but what is right for you? We believe in the standard of personalizing the coverage that best fits your needs without providing unnecessary protection.
Let us take the time to build you and your family the proper protection at the best possible cost.
LIFE INSURANCE
We Have
You Covered
We believe in treating our clients with the highest of standards. We are committed to offering several options of life insurance based on your personal situation.
LIFE INSURANCE
We Have
You Covered
We believe in treating our clients with the highest of standards. We are committed to offering several options of life insurance based on your personal situation.
Check out the background of our investment professionals on: BrokerCheck
Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities.
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We are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, and WA