Risk management seeks to mitigate financial losses and liabilities potentially impacting your assets, business, or health. This pillar identifies and prevents them from affecting your income, family, or business partners.
Evaluating the risks and assessing what you already have to determine the type and length of coverage, amount, and beneficiaries, such as family members and key business people.
Using annuities that seek to provide tax-deferred growth with a goal of lifetime income.
Covering health and personal care needs for short or long periods of time without passing a financial burden to your family.
Working to ensure you have suucient income in case of disability and proper coverage for medical expenses.
Assessing whether you have enough protection for homes, vehicles, personal possessions, business assets, and general liability to absorb a negative financial impact.
Providing convenient in-house insurance coverage options or consulting with your current insurance advisor to cover potential risks eectively.
Existing Policy Review | Survivorship Income Planning | Planning for Unforeseen Risks | Liability Insurance | Cyber Risk Awareness | Concentration Risk Strategies | Longevity Risk Planning | Business Use of Insurance