Our insurance specialists will identify areas where there may be some exposure that could impact your wealth management goals. There are many strategies that are cost effective in transferring the risk to an insurance company that maybe prudent in minimizing the cost of an unanticipated event. Areas where insurance maybe used:
- Long Term Care
- Life Protection
Are you self-insuring the risk of an unanticipated event? Have you reviewed the ownership and beneficiary designations of your older insurance policies? Is there a way to consolidate your policies to reduce premium expenses?