Risk Management

We have access to many highly-rated insurance carriers who offer a wide range of product solutions as well as the support of a team of insurance specialists with deep knowledge of the underwriting process. We can implement any or all recommendations if you wish.

Areas we can help you with:

Business succession and key person planning

- Buy-sell funding

- Key person life and disability

Executive and business planning

- Corporate owned life insurance

- Comprehensive financial planning (including risk management)

Ancillary or supplemental group benefits

- Disability insurance

- Voluntary life insurance

- Auto and home insurance

- Long-term Care

To help us get you the best coverage for you, we follow a Five-Step Risk Management process:

1. Analyze Specific Needs

Income Replacement
Asset Protection
Tax Efficiency
Legacy Creation

2. Identify Appropriate Types of Insurance Coverage

Life
Disability Insurance
Home and Auto
Umbrella Liability
Long-Term Care

3. Select Specific Product Solutions

Wide Range of Carriers
Combination of Policies/Riders
Special Situations

4. Implement Recommendations

Underwriting Expertise
Policy Placement Experience

5. Annual Review of Current Policies

Change in Circumstances
Change in Needs
New Product Solutions

Have a Question About Risk Management?

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