Insurance

Does the very notion of the word insurance scare you?

Does the number of insurance options and the complicated language and terms make your head spin?

We invite you to learn how the Irongate Financial Services team can help guide you through choosing the right insurance options for your unique personal or business needs.

Our insurance expertise includes:

  • Life insurance
    • For individuals and businesses
    • Term Life
    • Whole Life
    • Universal Life
  • Long Term Care
  • Business and Disability

Helping our clients plan for the unexpected and for their survivors benefit is part of the skill set the professionals at Irongate Financial Services deliver.

Call on us for our exceptional expertise in this important part of planning. We welcome the opportunity to help you through some of the unexpected challenges that life unfortunately can send our way.

Disability Insurance


Am I glad I suggested!

Several years ago, I was introduced to a young physician. He had just left the service as an Army doctor and was starting a practice as an invasive cardiologist. He was installing pace makers and opening heart blood vessels without opening patients’ chests which is very delicate and exacting work requiring long hours in an operating room.

One of the risks to his income we discussed was disability. He felt it was important enough to purchase two disability insurance policies that would pay him a portion of his normal income if sickness or injury prevented him from working in his specialty.

Unfortunately, after practicing for about 10 years and at the height of his professional skills, he was diagnosed with a degenerative neuro-muscular disease that required him to retire from his practice.

The disability insurance he had purchased worked exactly as planned. His home and family security was protected. He continues to work on a part-time consulting basis, as his health will allow. He still finds challenges in his life and his financial future is secure. I am so happy he had the foresight to take my advice and protect his income for his and his family’s sake. Having a coordinated, “deliberate” insurance plan can be invaluable in protecting your family’s future. I invite you to call me for a personal conversation about the financial welfare of you and your family. I’m sure you will be glad you did.

Dave Stevens
MBA, CPA/PFS, CFP®

Securities and Advisory Services offered through Geneos Wealth Management, Inc., Member FINRA/SIPC

Financial Planning offered through Irongate Financial Services, Inc., A Registered Investment Advisor with the State of Colorado

Geneos Wealth Management and Irongate Financial Services, Inc. are not affiliated.

Geneos Privacy Policy

Securities and Investment Advisory Services offered through Geneos Wealth Management, Inc., Member
FINRA/SIPC 

Investment Advisory Services offered through Irongate Financial Services, Inc., A Registered Investment Advisor

 Geneos Privacy Policy 

David L. Stevens is a Registered Representative of and offers securities products & advisory services through Geneos Wealth Management, Inc., a Registered Broker-Dealer, member FINRA/SIPC.

David L. Stevens is also separately registered as an investment advisor representative under Irongate Financial Services, Inc., a Registered Investment Advisor registered with the State of Colorado. Advisory services are offered through Irongate Financial Services Inc.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator and/or FINRA at www.finra.org.

Irongate Financial Services, Inc. Privacy Statement

 

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