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There are two calculations usually applied to determine a reasonable amount for Life
Insurance:
  • 6 to 10 times the amount of your annual salary
  • Your annual salary multiplied by the number of years left until retirement
But the best answer is that your own life circumstances will dictate exactly which type of policy is ideal for you. Our experienced advisors know exactly which questions to ask to ensure that your policy will meet your needs and goals and provide you peace of mind.

Life insurance is more affordable than people may think. For example, a 40-year-old buying a 20-year term life policy with $500,000 of coverage would cost about $52/month. But life insurance rates can vary among applicants, insurers, policy types, age, and health factors. Our team at Latitude Wealth can help you find the most comprehensive coverage within your budget.

There are two basic life insurance options: Term and Permanent.
Term lasts for a specific, pre-set period. Permanent lasts your entire lifetime. You may prefer the lower costs of a Term product or the lifelong protection and cash value that Permanent life insurance products offer. Our advisors can help you weigh the benefits of each.

The Benefits of Our Partnership

When you make the choice to partner with Latitude Wealth to build your investment and insurance portfolios you make the choice for a clear and simple approach to wealth management. We stand for integrity, clarity, transparency, and trust. We build strong and lasting relationships with our clients and our industry partners to ensure that we can offer comprehensive and effective strategies to establish robust wealth and protect everything and everyone you hold dear.

Celebrating Success

Our success as an organization is directly relative to the success of the relationships we cultivate with our most valued asset; our clients. We take pride whenever we can empower a client to meet their personal objectives. Here is how we have guided some of our client partners to achieving their own financial freedom and security.

What To Expect

The journey to financial freedom and the ability to provide for and protect your loved ones is complex. Our team at Latitude Wealth aims to simplify your travels with thoughtful consideration, sound advice, and proven strategies. Here is our process to guiding you to the good life, click each icon to learn more.

Discovery
Discovery
Solution Strategies
Solution Strategies
Implementation
Implementation
Review & Adjust
Review & Adjust

An intensive discovery process will help us uncover your financial goals, personal values, security needs, and lifestyle habits. Each client presents a unique story of financial health, family dynamics, risk aversion, and a vision for their own definition of financial success. We can ask the right questions to help create a detailed picture of your current status and future objectives to ensure that we can completely personalize a strategy for you.

With all of the information gathered in the discovery process our knowledgeable advisors can begin to create a customized solution that will allow you to achieve every one of your goals for building and protecting your wealth. We will take into consideration every product available and design a bespoke solution to allow you to begin living your best life right away and safeguarding that lifestyle for you and your loved ones in the years ahead.

Our productive and enduring relationships with our trusted industry partners provide us with the means to quickly and efficiently implement the strategies tailored for you. Our network of insurance providers, investment services, legal counsel, and accounting professionals will mobilize to roll out and administer your solutions efficiently so you can begin to enjoy the benefits of your investment and insurance management program as soon as possible.

Our responsibility to you does not end with the signing of a document. We are committed to seeing you through every step of your journey to financial freedom and beyond. We promise to routinely assess the performance of your portfolio, recommend emerging tools, and adjust our strategies for you to optimize your finances, protect your wealth, and guarantee maximum returns. Our commitment to you is a commitment for a lifetime.

Explore Wealth With Latitude

Explore Wealth With Latitude

At Latitude Wealth we are driven to provide the most effective solutions for investment and insurance prosperity for every one of our clients. If you are interested in exploring the opportunities to gain financial freedom and build health and wealth for your family and the generations that follow, connect with our team of advisors and access strategies customized perfectly for you.

Your Guides To Financial Freedom

Latitude Wealth is helping you navigate the complex landscape of insurance and investment management. Build your wealth, safeguard your investments, and protect and provide for those most important to you. Create, Secure, and Live your best life with the guidance of the trusted advisors at Latitude Wealth. Contact our skilled team to explore the most ideal strategies for your financial health.

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