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.

RISK

MANAGEMENT

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

CUSTOM 

SOLUTIONS

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.

ACHIEVING

GOALS

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:

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

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94% of existing policies were sold with maximum commission loads

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71% of trustees have never performed an annual policy review

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

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

READY TO TAKE THE NEXT STEP?