Insurance Planning

The insurance industry has a bad reputation because agents often sell policies without knowledge of your complete financial picture. Like any financial decision, proper use of insurance vehicles must be made after understanding how they fit into your custom plan. Insurance can be a powerful planning tool and should not be ignored.   

Our Insurance Philosophy

  • Independence - We are not captive to an insurance carrier. We have access to over 40 insurance companies and run analytics to find the most competitive carrier for your need.
  • Insurance Is Not An Investment - Don't let someone confuse you, insurance is not an investment. We do not sell annuities or variable life contracts. We only place fixed (term, universal life, long-term care, and disability) policies.  
  • Education - You will not be sold, we work with you to fully understand your options and how insurance fits into your plan. 
  • Hands on Service Approach - We work with you during the entire purchasing process and continue to service your policy throughout the life of the contract. Some agents will sell a policy and disappear. This will never happen at Thrive, policies are only implemented after you've gone through a comprehensive planning process.    
  • Transparency - You'll never look back and say "why did I buy that policy". You will always understand how a policy fits into your plan. 

To learn more about our Insurance Planning, please contact us today

Thrive Wealth Management, LLC’s (Thrive) web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt.  Thrive provides advice and makes recommendations based on the specific needs and circumstances of each client.  Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. Thrive is not a broker dealer and does not offer tax or legal advice. Please consult your tax adviser or legal counsel for assistance with your specific needs.

Thrive Wealth Management, LLC works as your personal financial advisor or financial planner, offering you a wide range of services such as investment management, retirement planning, insurances, succesion, retirement, tax, small business and many more. We proudly serve clients from King of Prussia and Valley Forge PA, as well as the surrounding communities.

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