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Insurance Basics

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Call us at 888-213-4695 or visit your local branch.

Unexpected events such as illness or disability can disrupt your financial life and well-being. We'll help you understand different types of insurance to make sure you have adequate health, life, and disability coverage.

Learn the basics about health, life, and long-term care insurance, as well as long-term disability coverage.
Be sure you have adequate coverage, particularly if physical assets are the majority of your net worth.
Follow our step-by-step checklist to create a disaster plan and be as prepared as possible.
We'll help you estimate your potential health care costs during retirement to plan properly for the future.
Understand the basics of long-term care and get help deciding if you need long-term care insurance.

Ready to get started with Schwab?

Call 888-213-4695.

Already a Schwab client?

Call 877-566-4943 to speak with an insurance specialist.

Contact your Financial Consultant or call us anytime at