Together, we’ll address questions like:

  • Do you have enough of the right kind of insurance? Are you over-insured?
  • Do you have a plan for long-term care and asset protection?
  • What can we learn from analyzing your life insurance and annuities?

As part of our process, we will:

  • Prioritize which risks are most important for you to insure against.
  • Distinguish between asset protections and market appreciation strategies, so your capital is best utilized for each purpose.
  • Make sure your assets are titled properly.
  • Coordinate with our network of insurance providers to find you the best products at the most competitive fee levels.
Covington-Jeff-Glassman-Risk-Management

You can’t eliminate risk, but making the right choices can help you mitigate liability.

Jeffrey Glassman, Chairman