© 2020 Strategic Risk Management 

 

Securities offered by Peak Brokerage, Member FINRA/SIPC. Advisory services offered by Star Capital Inc., a Registered Investment Advisor. Strategic Tax and Retirement and Star Capital are not affiliated with Peak Brokerage Services. Securities can only be offered in the following states: Arizona, Iowa, Minnesota, Nebraska, North Carolina, and Wisconsin. The information being provided is strictly as a courtesy.This page contains links to third-party company websites.

 

By selecting a link, you will be leaving our website and launching a new browser window. These links are provided for informational purposes only and should be viewed as an endorsement, sponsorship, solicitation, or other affiliation with respect to any third parties. The information contained on this website does not constitute an offer or solicitation for the sale of any insurance product, security, or service in any jurisdiction where we are not licensed to conduct business or where the insurance product is not available for sale. STRATEGIC INSURANCE, STAR CAPITAL, AND STRATEGIC TAX & RETIREMENT DOES NOT PROVIDE LEGAL ADVICE. PLEASE CONSULT YOUR ATTORNEY OR TAX PREPARER FOR ANY QUESTIONS.

INSURANCE HAS CHANGED 

 

ARE YOUR POLICIES STILL MEETING YOUR GOALS?

Risk Management plays a vital role in maintaining the health of organizations, but is often overlooked in the individual Financial Planning process.  Implementation and management can be complicated. Strategic Risk Management has longstanding experience working successfully with businesses, executives, high net worth families and individuals on complicated insurance transactions.

THE STRATEGIC RISK MANAGEMENT ADVANTAGE

AS A FIDUCIARY, WE ADVOCATE FOR YOU

With so many policies on the market, it’s important to analyze and evaluate every benefit and potential loss for each solution.   

Our extensive experience in navigating the many complexities of the insurance landscape enables us to prescribe the solutions that suit your current needs and future requirements the best.

The old “buy it and forget it” mentality no longer applies in today’s ever changing and competitive economic environment.  New products have been developed and prices are falling, yet many policies are still under-performing. Meanwhile, as your policy continues along the same path year after year, your goals may now be different.

DID YOU KNOW?

According to Trust and Estates Magazine:

92% of policies can be restructured to reduce costs or increase benefit​

94% of existing policies were sold with maximum commission loads

71% of trustees have never performed an annual policy review

 

84% of trustees have no procedures in place for due care

78% of policy owners/trustees report they have no active servicing agent

GET YOUR OWN PERSONALIZED POLICY REVIEW

READY TO TAKE THE NEXT STEP?

INSTANT DOWNLOAD

 

CONTACT

Inquiries

For any inquiries or questions please call: 507.288.3636 or fill out the following form

Offices
Rochester

2434 Superior Drive NW, Ste. 101 

Rochester, MN 55901

info@strategictr.com

507.288.3636

Minneapolis

7900 Xerxes Ave S, #515 Minneapolis, MN 55431

info@strategictr.com

612.462.0665