Personal Risk Assessment
Our process begins with a complimentary Personal Risk Assessment. Our team performs a thorough analysis of your personal risk profile to identify your asset and liability protection needs. This includes an analysis of your exposure to risk based on your lifestyle, as well as reviewing your existing insurance program to identify any potential gaps in coverage.
Based on your individual personal risk assessment, we present you with options and recommendations custom-tailored to your specific needs.
We make the transition seamless – deploying your new program and assisting with canceling your current policies.
Proactive Program Management
Your dedicated service team monitors your program and conducts annual reviews to ensure that your program keeps pace with your changing lifestyle and financial circumstances.