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
Strategic Risk Management's team of Financial Planners, CPAs, and Estate Planning experts advocate for you with an independent fiduciary grade analysis to ensure your insurance still meets your specific planning needs and your products are still competitively priced.
SEE WHAT'S INCLUDED
Why Every Risk Management Plan Should Have A Policy Review
For any inquiries or questions please call: 507.288.3636 or fill out the following form
2434 Superior Drive NW, Ste. 101
Rochester, MN 55901
7900 Xerxes Ave S, #515 Minneapolis, MN 55431