Broker Check

Insurance Planning & Risk Management

Insurance Issues

A well thought out risk management strategy is an essential part of a comprehensive wealth management plan. Life, Disability, Long Term Care, Health and Liability all fit into a solid risk management plan.

  • Which type of policy is most appropriate for your needs?
  • Who should own the policy?
  • Who should be the designated beneficiary?
  • How should the premium be structured?
  • Is there a guiding plan in place to delineate how assets are passed to beneficiaries?

These are just a few questions to be answered when formulating a risk management plan.