Protecting your assets is as important as building them.
Having a framework to assess and manage risk is critical to protecting what you value most. Whether it is life insurance, disability, long-term care, or property and casualty; SFI Advisors has seen how a strategic approach to risk planning and the creative use of insurance ultimately protects you, and those things you value most.
Strategic Insurance Review
Knowing a premature death, disability, illness or other disaster could take much of what you worked a lifetime to build, many people are re-evaluating their exposure to risk and plans of insurance to adapt to changing circumstances. SFI Advisors, leading Strategic Insurance Review service provides a comprehensive assessment of risk, based on your unique and specific situations. It provides a framework to:
- Protect your assets
- Evaluate pricing
- Preserve your financial independence and well-being
- Make informed risk management decisions
- Take care of those most important to you
- Achieve your goals
- Optimize resources
Your Strategic Insurance Review reflects your unique circumstances and can include, but is not limited to the following areas of focus:
- Life insurance
- Disability insurance
- Long-term health care
- Property and casualty
- Medical insurance
- Survivor protection and family needs
- Income protection
- Asset protection
- Estate planning
- Business and key person insurance
- Retirement planning
To support a specific and immediate areas of concern, any of above resources can be delivered independently.