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Insurance Needs Assessment

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  • Insurance Needs Assessment

1:1 Session | 60-Minute

$Free for Members
$100.00 for Non-Members
This session focuses on evaluating your current insurance coverage. We’ll identify any gaps and ensure you have adequate protection for your assets and loved ones.

In this session, we’ll conduct a thorough evaluation of your current insurance coverage. We’ll review each policy to determine if it meets your needs and identify any gaps that could leave you vulnerable. I’ll provide tailored recommendations for insurance products that offer the right protection for your assets and loved ones. By the end of our time together, you’ll have a clearer understanding of your coverage needs and the confidence to make informed decisions.

To purchase or attend a 1:1 session or group workshop, you must be located in The Bahamas, family Islanders Welcomed.

This session is suitable if:
- You’re unsure if you have the right insurance coverage.
- You want to protect your assets and loved ones effectively.
- You need guidance on understanding different types of insurance.


Duration: 60 minutes.
Format: Available in-person or virtually.
Preparation: Bring your current insurance policies and any relevant financial documents.

This session is available exclusively to residents of the Bahamas, who may also participate in follow-up services.


Financially Wise does not provide legal or financial advice; this session focuses on insurance education and options.

This session provides guidance on insurance options from qualified professionals. It's not a substitute for legal or financial advice. For tailored advice, we can connect you with one of our trusted insurance professional.

In this targeted session, we will delve into effective ways to safeguard your hard-earned assets through appropriate insurance coverage. Whether you’re a homeowner, business owner, or individual, grasping the right insurance options is essential for maintaining your financial well-being. Our insurance experts will work with you to pinpoint the areas that require protection, empowering you to secure what you’ve built with confidence.

This session is perfect for anyone who wants to:

Understand the significance of insurance in asset protection

Explore various types of insurance, including home, auto, disability, medical, life, and business

Evaluate their current insurance coverage and identify potential gaps

Learn to make informed decisions regarding insurance policies

Membership is required to attend this session, as we utilize the W.I.S.E Retirement goal as our retirement calculator. This session is tailored for those planning to retire in over fifteen years. If you're looking for comprehensive planning for yourself and a spouse, consider our Comprehensive Planning Package + Unlimited Support.

To schedule or participate in a 1:1 session or group workshop, you must be located in The Bahamas. Family Islanders are welcome.

What to Anticipate:

  • Coverage Evaluation:Assess your current insurance policies and their adequacy.
  • Gap Identification: Identify any gaps in your coverage that need addressing.
  • Recommendations: Receive expert recommendations for suitable insurance options.
  • Financial Security: Understand how insurance fits into your overall financial plan.
  • Peace of Mind: Gain confidence knowing your assets and loved ones are protected.

How It Works

  • 1

    Book Your Session: After registration, select a convenient date and time for your consultation.

  • 2

    Pre-Session Questionnaire: Complete a brief questionnaire to help your coach understand your unique needs and goals.

  • 3

    Consultation Call: Engage in a one-on-one conversation with your WISE insurance professional, discussing strategies and options for asset protection.

  • 4

    Follow-Up: After your session, receive a summary of key points discussed, quotes, actionable steps, and additional resources to assist you on your insurance journey.

Successful Stories

Deneil K,

Bahamian women are rescuing their finances by starting businesses, enhancing financial literacy, and building supportive networks. These efforts help them make better financial choices and strengthen their economic independence, positively impacting their communities.

Loleta J.

Lakeisha Simmons helped me make smart financial decisions, improving my situation. I’m focused on building wealth for my family, my debts are decreasing, and I’m managing money better. Thank you, Mrs. Simmons, for blessing my life.

Tinessa D.

I was stuck and unsure about what to do financially. Lakeisha Simmons changed that. Her knowledge and organizational skills set me on the path to financial success. She help me define my Goals and take appropriate action. Lakeisha is professional,intelligent, and passionate about helping others. I highly recommend her.

Marrissa T.

Covid-19 has made everything so ruff. I am currently using what you have taught me. Although I have not been consistently saving, my little emergency fund is helping me along with my investment. And for that, I want to say thank you.”