2nd Pillar: Risk Management

Mitigate financial losses and liabilities potentially impacting your assets, business, or health

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.

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A variety of insurance products fill the gaps, including:

Life Insurance Planning

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.

Annuity Strategies

Using annuities that seek to provide tax-deferred growth with a goal of lifetime income.

Long-Term Care Planning

Covering health and personal care needs for short or long periods of time without passing a financial burden to your family.

Disability and Health Insurance Review

Working to ensure you have suucient income in case of disability and proper coverage for medical expenses.

Property and Casualty Insurance Review

Assessing whether you have enough protection for homes, vehicles, personal possessions, business assets, and general liability to absorb a negative financial impact.

Insurance Coverage Collaboration

Providing convenient in-house insurance coverage options or consulting with your current insurance advisor to cover potential risks eectively.

Ask about other Risk Management services, such as: