Cornerstone Insurance Group
Insurance Solutions for Individuals and Families in North Carolina
Cornerstone Insurance Group is primarily focused on addressing the needs of individuals and families.
We accomplish this through a "Personal Needs Analysis" which involves sitting down with you and your spouse
or significant other, completing a comprehensive financial profile while listening to what you have to say with
regard to your personal and financial goals and dreams. This gives us a "snapshot" of your current financial
situation and enables us to develop a starting point in designing a customized financial plan for you. We work in
tandem with your current investment advisor or estate planning attorney or can recommend one of our business
partners to you. Our goal is to provide asset and and personal protection for you and your family while helping
you stay on track to achieve your own personal and financial goals.
A comprehensive financial plan, at minimum, should take into account the following:
Trust Services
Estate Analysis
Investment and Advisory Services
Employee and Executive Benefits
Business Needs Analysis
Retirement Solutions
Education Funding
Asset and Income Protection
If you don't feel you're ready for a comprehensive financial check-up (although we strongly
recommend it and it's free) we offer a full line of competitively priced individual products to
meet your immediate needs. Our product lines include a full compliment of:
Term, whole life, universal life insurance and AD&D products
Dental
Vision
Long and short term disability coverage
Health and medical coverage
Fixed and variable annuities
Endowments
Medicare supplement plans
Long Term Care
Call (877) 645-0980 toll free or (919) 389-8199 in the Raleigh, Cary, Durham, or Chapel Hill areas
to schedule a free no cost no obligation consultation.