Life & Disability Insurance


SI Wealth Management's insurance review and analysis helps you determine how much and what types of insurance products should be part of your financial strategy.

Life Insurance

We have strategic relationships with highly competitive life insurance companies. Life insurance provides protection for your family or business against the unknown and can serve as an efficient form of tax-advantaged savings. We will help ensure your future is protected at the appropriate level.


  • Customized Life Insurance Portfolios

  • Indexed Life

  • Variable Adjustable Life

  • Adjustable Life

  • Whole Life

  • Term Life

  • Survivorship Life

  • Universal Life

Disability Insurance

Disability insurance is a tool that helps replace missing income if the ability to work is compromised as a result of an accident, injury or illness. There are two major types of disability insurance – short term and long term. Even if you have disability insurance through an employer, a professional can help you determine an adequate amount to protect you and your family.


  • Customized Disability Insurance Portfolios

  • Non Cancellable

  • Guaranteed Renewable

  • Life Time Benefits

  • Cost of Living Benefits

  • Future Purchase Options

  • Full range of riders and options offered

Guarantees are based on the claims paying ability of the issuing company.