Products & Services

Insurance has become a critical growth driver in the years beyond the great recession as many are realizing just how integral sound protection solutions are to their overall financial plans.  The recent financial crisis – and the slow recovery from it – may help reinforce with advisors and their clients that insurance solutions are uniquely capable of protecting against life’s uncertainties. The public has become increasingly alert to the notion that life insurance, annuities and other financial protection products can insure individuals against living too long and not living long enough.

Most believe that there is a flight to quality when many people question the strength of financial institutions. This phenomenon entails consumers moving accounts or buying new products only from the highest-rated companies. In managing through this unprecedented crisis, Coastal Financial Partners Group believes what we are really seeing is something deeper: a flight to certainty.