Insurance products (including life, long term care and annuities) are often a large part of a client’s overall estate plan design. It has been our experience that the majority of our clients don’t have a full understanding of their insurance coverage and benefits when we begin the planning process. Laura’s role with Linville Law is to make sure this important aspect of your planning is not overlooked. She is a key part of our estate planning team providing an independent review of your insurance policies and needs and providing summaries and recommendations. As a native Charlottean, Laura started in the insurance industry at an early age by assisting in her father’s agency, Furman Financial Group. Through the years, her clients’ needs changed, which prompted Laura to co-found Grice Financial Group and later, Dixon Wells, Inc. Her counsel to clients is that life continually evolves and we need to be good stewards of our success by completing regular reviews and making any modifications needed. A graduate of UNCC, insurance licensed since 1995 and proud to hold the CLTC designation, Laura is currently working towards her CSA (Certified Senior Advisor) certification.
Laura Furman GriceKelly Parker2017-10-25T20:53:39-04:00