Protection planning

Life insurance placed with major carriers, tied to the plan.

Rae & Co helps families and business owners evaluate existing coverage and apply for new policies through major carriers when coverage is needed.

Schedule Protection Call →See what we help with

What Rae & Co helps with

Existing policies and employer coverage
New term and permanent coverage needs
Income replacement and debt exposure
Dependents, education, and family obligations
Business-owner, buy-sell, or key-person risk
Carrier fit, underwriting path, ownership, beneficiaries, liquidity, and estate coordination

What clients should leave with

A clear coverage strategy tied to the financial plan
A gap and overlap summary
Carrier, underwriting, and application next steps when new coverage makes sense
Replacement or reduction considerations before changing existing coverage

How this connects

Rae & Co treats this work as part of a broader financial architecture. Portfolio, retirement income, insurance, cash flow, taxes, family obligations, and business exposure should be reviewed together instead of handled as disconnected projects.

Request follow-up

Bring this into the conversation.

Do not include account numbers, policy numbers, passwords, Social Security numbers, or sensitive financial data.

Request Follow-Up

For existing policy review or new coverage planning through major carriers. Do not include account numbers, policy numbers, passwords, Social Security numbers, or sensitive financial data.

First name

Last name

Phone

What would you like help with?

Yes, I would like to receive Rae & Co Capital market notes and educational updates. I consent to receive text messages from Rae & Co Capital at the phone number provided, including follow-up about my inquiry. Message and data rates may apply. Consent is not required to work with Rae & Co Capital.

Submitting this form does not create an advisory relationship. Do not include sensitive personal financial information. Rae & Co Capital does not provide individualized advice until an advisory agreement is in place.