top of page
home-bgimage.jpg

Insurance/Annuities

Kim Surber--7.jpg

Insurance/Annuities

Insurance and annuity planning play an important role in protecting your financial foundation and supporting income stability. At Leeward Wealth Management, we evaluate coverage needs and product options as part of your broader financial strategy.

​

Our approach is needs-based and education-focused, helping you understand how different insurance and annuity solutions fit into your plan.

​​

Protection and Income Strategies

​

We review your current coverage and recommend solutions designed to manage risk and support long-term goals.

​

Our insurance and annuity planning services include:

​

• Life insurance needs analysis
• Long-term care planning options
• Disability insurance review
• Fixed and indexed annuity evaluation
• Retirement income annuity strategies
• Policy and coverage reviews
• Integration with your financial plan

​

Solutions That Support Stability

​

Every recommendation is tied to your goals, timeline, and risk profile. Schedule a consultation to review your insurance and annuity options.​​​

leeward-wealth-image-v1.webp

WE PUT OUR CLIENTS FIRST

You, your family, and your financial goals are unique. Navigating important life and financial decisions can be challenging, but you don’t have to do it alone. We’re here to guide you every step of the way and help make the process easier with thoughtful planning and trusted advice.

News & Resources

Explore a wide range of insights, expert strategies, and practical guidance designed to help you navigate life’s financial transitions, make informed decisions, and build a secure, confident future at every stage of life.

Leeward Logo_edited.png

Leeward Wealth Management provides comprehensive financial planning and investment management for women navigating life’s transitions — including divorce, widowhood, and retirement — with clarity and confidence.

  • Facebook
  • LinkedIn

© 2026 Leeward Wealth Management.  All rights reserved.  Privacy Policy.  Site Design by

s9-logo-footer-1.png

Disclosure Statement:

Check the background of your financial professional on FINRA's BrokerCheck.

 

The content is developed from sources believed to provide accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

 

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

 

Securities offered through J.W. Cole Financial, Inc. (JWC). Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Neither J.W. Cole Advisors, Inc. (JWCA) or J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax preparation or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of (JWCA/JWC). Leeward Wealth Management and JWC/JWCA are not affiliated entities.

 

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following this link, you consent to the receipt of the Form CRS electronically.

 

Financial Professional of J.W. Cole Financial, whose identities and associations with Leeward Wealth Management are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

bottom of page