Cassaday & Company’s Advanced Strategies team has developed a guide to help you navigate what happens after you’ve agreed to apply for an insurance product (life, disability, or long-term care coverage).

This guide outlines each step’s estimated duration, actions needed, and parties involved or responsible, highlighting where clients might be required to take action within each stage.

Cassaday clients can expect an Advanced Strategies team member to provide updates on the insurance application process every 5-7 business days.

*The teal color in the timeline indicates steps that may not be necessary for every client.

Click here or on the image below for our Insurance Application Timeline.

Cassaday clients don’t just work with their financial advisor, but rather an entire team of professionals dedicated to creating a holistic plan. One of these teams is the Advanced Strategies department, led by Carmen Bississo, CIMA®, AIF®, CLTC, CAS®, CFS®, which helps our clients with the following:

• Insurance Audit: analysis of life, disability, long-term care, & annuity contracts
• Risk/ needs analyses, objective product recommendations, & implementation assistance for insurance & annuities
• Group 401(k) management & oversight
• Active involvement in insurance claim execution, contract reviews & management
• Long-Term care advocacy

If you have any questions about any of the services our Advanced Strategies department provides, please contact your advisor. If you are not a Cassaday client, we welcome you to call us at (703) 506-8200 or email info@cassaday.com.