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rISK MANAGEMENT & INSURANCE

ASSESSING YOUR FINANCIAL RISK

Risk management should be a part of any financial plan. In addition to mitigating the risk of a disaster, many insurers have developed products designed to appeal to investors. They often pitch a variety of insurance products as more than a safeguard and peace of mind. Some forms of insurance are sold as “investment grade,” offering a variety of tools that can be attractive. But are these products right for you?

As with so many other factors, we believe this question can only properly be answered by a financial advisor if they have a full understanding of your particular situation. If it appears that you may benefit from an “investment grade” insurance product, we will likely schedule a meeting with your insurer. As we write about below, however, capturing cash value in life insurance, for example, is a better prospect for some than for others.

Comprehensive Insurance Advice

Because Bogart Wealth is a Registered Investment Advisor firm, we are held to the fiduciary standard, meaning that we must hold our clients interests above our own. For this reason, we do not sell insurance – or any other products. Instead, we provide expertise and advice. We will sit down with you and help uncover your needs. Should an insurance product appear to offer what you need in order to meet your goals, we’ll schedule a meeting with your insurer (or recommend one) to hash out the details.

factors to consider

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