Integrated Insurance Planning’s specialty is developing close partnerships with our clients.
Every person, couple and family is different. We spend time learning about your circumstances because we are dedicated to finding the best solutions that meet your particular family’s needs both now and for the future.
Whether it is long-term health care insurance, life insurance, disability insurance or the newer, hybrid insurance policies, we work diligently to research options for you, then thoroughly explain the differences between them: their structure, what they will protect your family against, and the limitations of each policy.
We welcome questions and make sure you understand all the answers so you can make informed decisions. We are here for you during every step of the process.
Once we develop and implement your personalized insurance plan together, you move through life confident that you are secure and covered financially.
Integrated Insurance Planning was established by Diane Rosen. Here is Diane’s story:
In 1986 I began my career as a Financial Planner. In 1988 I added Insurance Planning and Sales to my business and in 1989 I became a Certified Financial Planner (CFP). Over a period of 28 years I thoroughly enjoyed helping people plan for both the unforeseen and their own personal financial goals like preparing for children’s educational needs, a comfortable retirement or long term financial stability.
In 2014 I sold my Financial Planning practice but retained my insurance business focusing on
- Long Term Care Insurance
- Life Insurance
- Disability Insurance
I became the “poster child” for Long Term Care Insurance when I took responsibility for my mother at the end of her life during the mid-1990s into 2001. I am still a CFP and use the basic principles of financial planning to help people plan for stable and secure futures using Long Term Care Insurance, Life Insurance and Disability Insurance.
Prior to 1986 I was a classroom teacher as well as a Reading Specialist with experience in grades one through nine. This is why I feel compelled to help my clients fully understand the insurance policies they are considering. Fully informed decisions are good decisions.
As one of the charter members of the Financial Planning Association of Greater Boston, I continue to do pro-bono financial coaching with needy Dana Farber patients. For more than 22 years my husband and I have resided in Foxboro and from time to time I get involved in community affairs. We have 2 grown and married children and 3 amazing and beautiful granddaughters, with whom we love to spend time. In my free time I enjoy reading, gardening, going to the theatre and doing charitable work in my community.