Insure Your Financial Plans
Insurance products can provide security in every stage of your financial lifecycle, including:
- Family income protection
- Business solutions
- Tax-advantaged retirement income
- Immediate and long-term guaranteed income
- Estate planning
- Wealth transfer
TAG Protect partners with your advisor to help secure and protect your financial future.
TAG Protect gives you powerful tools to protect against risks that can be catastrophic to the financial well-being of your clients and their loved ones. Have your clients planned adequately for the risks of premature death, disability, long-term care needs, or outliving their financial resources? Insurance products and solutions can prepare for many of these eventualities and protect your clients’ savings, investments, and assets.
Partnering with premier insurance brokerage firms, TAG Protect can provide you with robust insurance and risk management tools, including:
We can serve as your concierge to insurance experts and resources available through our partners and the Cambridge Insurance Center.
Reach out to your financial professional for more information
Your Advisor’s TAG Protect Insurance Partner
Eric P. Miller, FLMI
Drawing on over 35 years of insurance experience and leadership roles, Eric serves as a liaison to preferred insurance partners and the Cambridge Insurance Center. He collaborates with financial professionals to develop strategies for income protection, wealth accumulation, asset protection, retirement income, long-term care planning, estate planning & wealth transfer, and a wide range of business solutions.
Will Dod
Will manages various data projects at TAG Advisors, ensuring the firm has access to accurate and actionable reports. He closely monitors both securities and insurance reporting to provide internal reporting to TAG leadership as well as monthly leaderboard metrics to financial professionals.