Our Approach New

Our Approach

Why would emerging wealth individuals and couples, established families and successful business clients choose Appel Insurance Advisors as their insurance "coach"? First and foremost, Appel Insurance Advisors has specific knowledge in the life insurance field, with a focus on advice rather than being product focused. Like a good coach, we look at the whole field of options available to us, determine with you the best strategies to help reach your goals, and find the best players to make it happen. As the client/trustee, you may also choose to utilize our teams of highly qualified professional advisors as some of the players on your team. Many levels of “coaches” work in financial services. What sets Appel Insurance Advisor’s apart is the comprehensive nature of what we can accomplish as your personal or corporate insurance portfolio professional.

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Life Insurance Planning

There are several different types of life insurance products available to consumers today, this page will give you a brief introduction of those products, and when each may be the most appropriate choice.

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Disability Insurance Planning

TRADITIONAL, SUPPLEMENTAL AND JUMBO DISABILITY INCOME INSURANCE. Let us review your existing group disability insurance at work to determine if its sufficient coverage to protect your family.

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Long-Term Care Planning

Long-Term Care is the type of assistance people need to perform activities of daily living which include eating, bathing, continence, dressing, toileting and transferring.

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What We Do

Some of our Carrier Partners

At Appel Insurance Advisors, clients are our top priority. We expect our carriers to respect and honor that philosophy. Our relationship with over 35 of the leading insurance companies ensures that our clients will receive the most cost-effective and appropriate products at all times. Moreover, our high volume and relationships with senior underwriters at the carriers brings us invaluable credibility and negotiating leverage resulting in a competitive market for our clients' business. In this way, we ensure that clients receive optimal products and rates combined with our personal attention and care.

We methodically evaluate each carrier's products, size, strength, product portfolio, and reputation in the industry.

Among the many carriers with which we do business are:

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Check the background of this financial professional on FINRA's BrokerCheck