Risk & Insurance Management

Risk is a part of life… Having a risk management plan in place lets you focus on the positive and enjoy what you have built.

A good risk management plan will protect and create opportunities to build wealth.  Our program is designed to protect what you have, provide for the unforeseen and to take advantage of opportunities that are beneficial to you and your employees.

Essential Elements
of an Effective Risk Mitigation Package

Asset Protection Strategies

Life and Disability Insurance Planning

Living Benefits

Tax Exempt and Deferral Planning

Succession Strategies

Structure and Documentation

The greatest threat to your wealth is often the easiest to plan for.  The best way to profit from a risk management discussion is to:

1.

Understand what hazards exist in your financial future

2.

Create strategies to avoid, neutralize, or even profit from those risks

Our Bearing Essentials Approach

ask yourself these four questions:

What?

What do I have that is at risk?  Is it property, an asset, earning potential, or your legacy into the future?

How?

How will you manage that risk?  Will you defer to others, transfer or eliminate altogether? How will you secure the proper documentation and planning?

Can I make it better?

Risk management is not a zero-sum game.  Often, there are strategies that can enhance your current situation.

Can I profit from this?

Risk management concerns traditionally focus on downside.  A different perspective can look beyond and create opportunity.

The clients who seek our advice for risk management have a legacy in mind and are looking to pass their values to their family, community, or both.  We have been organizing and implementing risk management for decades.  We prioritize knowledge of products, and strategies in an increasingly complex tax environment.

Do You Have Questions About Risk Mitigation?

Get in touch for a free consultation about risk management and insurance

Book Your Free Consultation

One of our insurance specialists will get in touch to further understand your insurance needs once we receive your request