An important part of the planning process involves risk management and protection against potential liabilities. Whether it is a family, business or organization, there are a variety of personal, professional and property exposures that require an insurance professional’s assessment, advice and implementation. As a result, we regularly consult with property and casualty insurance advisors on a variety of risk management issues, including:
- Assessing a client’s risk exposure
- Protecting against personal liability
- Business risks and related insurance coverage
- Property and casualty coverage
Conversely, we maintain strategic partnerships with property and casualty insurance professionals, making available our resources and technical support for their clients in the areas of:
- Estate Planning Strategies
- Business Succession
- Life Insurance
- Asset Protection
- Tax Planning
- Qualified Retirement Plans
- Charitable Planning
- Business Plan Funding Arrangements such as Buy-Sell Agreements
