Risk Management


SMRU #1823098


SMRU #1649104

Prepare for the Unexpected

When disaster strikes, it is usually without warning. Routines may be disrupted, property could be damaged, and finances can quickly be thrown off balance. Often, decisions about next steps need to be made swiftly. Taking measures to prepare for the unexpected before it happens can help to reduce some of the stress you may experience after.

Our team can help you identify the risks, which could impair your financial situation.Transferring or minimizing these risks, cost effectively, may be prudent to minimize the financial damage of these catastrophic, unanticipated events.

Some of the ways we help manage risk in the planning process include:

Life Insurance: Provides a sum of money after the death of the insured to help the beneficiary protect against loss of income, business succession issues and estate transfer costs. The benefit may be income tax and estate tax free, if structured properly.

Disability Insurance: Helps provide supplementary income in the event of an illness or accident resulting in a disability that prevents the insured form working in their regular employment.

Long Term Care Planning: Helps create a plan that can provide financial support for Activities of Daily Living (ADL’s) in respite care, adult day care, in-home care, assisted living as well as nursing home care.

Contact us today to start a conversation about your life goals.

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