Golden Crest Affiliate Services

Insurance Quote

If you are looking for the quick Internet quote, you will not find it here. We at Golden Crest believe that insurance is so important that we would like you to discuss it with our experts. At the core of wealth management is life insurance. We provide and administer all the key facets you need.

Our experts provide education to both individual investors and their families on the impact of not having insurance as well as not having the appropriate insurance. Our experts are licensed independent representatives. We choose among the nation's strongest companies for the one company that fits your needs.

If you already have insurance, our experts can review your policy for free. Chances are you're paying too much for what you're getting, or you're getting less than you need. Get that second opinion from our industry experts and feel better about the policy you have.

In our vision, insurance is not a passive instrument but rather a vibrant and vital piece of protecting long term wealth from illness, death and taxation. We can also synchronize your life insurance plan with your estate planning, taxation, and mortgage.

Complete the form below to request a free life insurance consultation

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The Consultation Request Process

As you should be aware, one of the items that sets Golden Crest Wealth Management apart from the rest is that we will coordinate with the other service professionals to provide you with a coordinated approach to your wealth management. This coordination allows us to gather the data that the other service professionals need to provide the best consultation possible. We have found over the years that gathering this information before the complimentary consultation means that your time spent with each expert is time spent on your specific situation rather than filing out questionnaires and needed demographic information that could otherwise consume the majority of your time together. The basic information gathered is a snapshot of your estate as it is today. Once completed, candid recommendations are made and you give express written permission to forward the information to the other service experts with whom you choose to meet. The initial meeting lasts about one hour and your appointment times for the complementary consultations are then set. Please remember that your family members are also offered these same free consultations.

We at Golden Crest look forward to providing you the best initial consultation possible. To maximize the benefit of our time together please bring the following materials to your appointment.

All legal trust / will documents

Most current financial statements covering:

	Trust / investment accounts
	IRA / qualified plans

Most current tax return

Annuity policies in effect

Life insurance policies with the most current annual statements or current in-force ledger from insurer

Long term care insurance policies in effect