Insurance and Risk Mitigation
Our clients are high achieving professionals on a trajectory toward success: Therefore, we believe risk mitigation is an integral part of comprehensive wealth management. We are effective, transparent, and competitive with our reach, spanning access to over seventy independent insurance companies. Our relationship with MassMutual also grants us access to their exclusive products.
Core Policies
Through our Insurance and Risk Management Core Session, we identify for our clients their unique risk exposures and develop optimal protection strategies. Whether you are looking to protect your loved ones, protect your income, or both, our life and disability insurance options have you covered.
Disability Insurance
Disability policies help protect you and your family against the risk of losing income in the event that you are unable to work.
Useful for: Asset Protection, Income Protection, Mortgage Protection, Estate Planning, and Pre-Nup Planning
Life Insurance
Life policies help protect you against the risk of losing you and your family’s future wealth.
Useful for: Income Protection, Retirement Protection, Student Loan Protection, Occupation Protection, Catastrophic Protection
Our Process
Our advisors guide you through the process of applying for insurance through a comprehensive online platform. With our diversified insurance company catalogue, we can compare your ratings to all suitable policies and find what works best for you.
Our team works with highly esteemed insurance
companies, including:
Have a question?
Don’t hesitate to ask us