Insurance Solutions: Protect What Matters Most

Frequently Asked Questions

• How does Gilbert & Cook approach insurance solutions for clients?

  At Gilbert & Cook, we don’t see insurance as a product to be sold, but as a potential solution to a client’s unique needs. Our first step is understanding your current situation and what you want to accomplish with insurance. Rather than recommending generic policies, we evaluate the purpose and relevance of any existing coverage and only suggest options that fit your goals and stage of life.

• Does Gilbert & Cook help both individuals and business owners with insurance?

  Yes. For individuals, we help assess current insurance policies and explore options like life insurance, long-term care or guaranteed income solutions.
  

• What makes Gilbert & Cook's insurance advice different from other firms or agents?

  Unlike traditional insurance salespeople, we’re not focused on selling products or earning commissions. Our advice is centered on your overall well-being. We take a holistic view, reviewing how all the pieces of your financial life fit together, including tax considerations, retirement needs and legacy planning. We also review existing policies to see if they can be adapted to better serve you now, given the many new and evolving solutions in the market.