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.

 
 

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