Insurance & Annuities

Seamless access to specialists dedicated to protecting your — and your family’s — financial future, available through your D.A. Davidson Financial Advisor.

Financial protection, simplified

Navigating the complexities of financial protection can be an overwhelming endeavor. We can help you identify and implement long-term strategies to protect the ones you love.

Managing risk, protecting futures

Developing suitable insurance strategies plays an important role in a comprehensive wealth management plan, and can be pivotal in protecting you and your family.

Consider these important questions:

  • In the event of a premature death or disability, will your income be adequately replaced?
  • For business owners, do you have a business insurance protection plan in place?
  • Have your existing insurance policies been reviewed lately?
  • Are you interested in an inheritance guarantee for future generations?
  • Does your existing estate plan properly employ tax mitigation strategies?