Risk Management

Risk Management

We will review and evaluate all lines of insurance for sufficient coverage. Insurance lines include the following

Personal Lines

  • Auto & Home
  • Earthquake
  • Personal Umbrella Liability
  • Annuities
  • Life
  • Health & Disability
  • Long Term Care

Business Lines

  • Errors & Omissions Insurance
  • Buy-Sell Agreements, Split Dollar Plans
  • Key Executive Life and Disability
  • Group Life
  • Group Health & Disability
  • Group Long Term Care

Our firm can act as your agent for Life, Annuities, Long Term Care, Health and Disability in the states in which licensed to do business. Call our office for more information.

Advisory services offered through Capital Financial Consultants Group, Inc., a registered investment advisor. Securities and additional advisory services offered through Independent Financial Group, LLC (IFG), a registered investment advisor. Member FINRA/SIPC. Capital Financial Consultants Group, Inc. and IFG are unaffiliated entities. 

Licensed to sell securities in AL, AZ, CA, CO, DC, FL, GA, HI, IA, ID, MI, MT, OK, OR, TX, WA, WI.

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