Broker Check

Rick Bloom, CFP®, RICP®

(914) 288-8929

Risk Management Analysis

Implementing a risk management program is fundamental to a company’s ability to protect itself against the loss of key personnel through death or disabling injury or sickness. Strategies for Wealth offers significant experience on selecting life and disability insurance coverage for such a program.

We conduct a financial security analysis to determine the appropriate protection for companies and their key executives, which encompasses evaluating risk management needs and balancing them with living or wealth accumulation objectives. We design risk management programs to be affordable, to fill corporate and individual needs, and to be flexible enough to allow for a change as needs change. Our analysis also involves a review of any existing coverage to ensure it is cost effective and includes up-to-date features.

Through risk management analysis, we can deliver solutions in the form of policies valued and designed according to our clients’ needs.

 
 

Have A Question?







Thank you! Oops!

Recommended Content

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Financial Fixes: Beware of Market Bubbles

Don't crash and burn in a market bubble, here are some ideas on how to build a solid investment portfolio.

Surprises

Making the most of surprises is a great reason to work with us.