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
  • Annuities
  • 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.