7467 State Route 22
New Alexandria, PA 15670
Office: (724) 668-7900
Fax: (724) 668-8083

Insurance Planning

You cannot predict the future. But you can prepare for it.

The key to protecting yourself and your family against major financial catastrophes is to have a suitable amount and type of insurance coverage. Too much coverage can be just as ill-advised as too little, but for different reasons.

Mosaic will prepare and present a Menu Of Solutions™.

Life Insurance

Often, the birth of a child or the purchase of a home motivates one to purchase life insurance. But we would argue that even if you have life insurance, there is no time like the present to evaluate your options. Whether your needs involve term insurance or cash value insurance, Mosaic will help you examine a wide range of options designed to work in tandem with your other investment goals. Life insurance can be an integral piece of the estate plan, in addition to being good common sense to guard against the unknown.

Disability Income Insurance

We insure our home, savings and other property. All of this is supported by one’s ability to earn income. If you are unable to work because of an unexpected illness or injury, disability income insurance provides a valuable source of replacement income for you and the people who depend on your income.

Long Term Care Insurance

We all have relatives or friends who have experienced the need for long term care. Such care can be expensive, especially if we opt for care in our homes. Using your own income or investments may not be the most efficient way to pay for long term care and it could diminish your retirement income. Let us help you plan for you or your family’s long term care.

Donald McDade, David Estatico, Scott Lauer, Daniel Stephans and Ronald Romeo are registered representatives of Lincoln Financial Advisors Corp.  Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. It is not our position to offer legal or tax advice. Mosaic Wealth Consulting is not an affiliate of Lincoln Financial Advisors Corp CRN-3170387-072120.

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

We are licensed to sell Insurance Products in the following states: Alabama, Arizona, Florida, Georgia, Kentucky, Maryland, Missouri, North Carolina, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, Wyoming.

We are registered to sell Securities in the following states: Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kentucky, Maryland, Michigan, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, Wyoming.

*Mosaic Employee Benefits is a separate entity and is not affiliated with Lincoln Financial Advisors Corp.

Not all registered representatives with our firm are able to offer advisory services.
 
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
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