Risk Management

 Risk Management: Helping You Prepare for the Unknown

Preparing for the unknown

It’s important to plan for what’s ahead, even when you don’t know what that may be. Our risk management consultants identify and help minimize potential risks to help ensure you reach your personal financial destination. 

As part of your wealth team, our experienced risk management professionals help create custom solutions to support:

  • Wealth transfer and estate plan modeling
  • Executive benefit programs
  • Life insurance audits
  • Income protection strategies
  • Long-term care expense mitigation
  • Estate tax elimination strategies
  • Analysis of major insurance companies, evaluating products and recommending options based on your situation

We understand you have specific wealth protection, transfer and accumulation goals. That is why we focus on common-sense design, review and implementation of insured solutions in order to address the following questions:

  • What type and how much life insurance is needed to help reach your goals?
  • How can we lessen the income consequences should you become disabled?
  • What wealth transfer strategies can we implement today to lower your current tax liability while also ensuring your wealth is transferred to your family or a charity according to your wishes?
  • Do tax-advantaged insured investment strategies make sense for your specific situation?
  • What can we do to help preserve your wealth from income and estate taxation?

* Mariner Wealth Advisors is under common control with insurance agencies. Certain representatives are licensed insurance agents with those agencies and are compensated for the sale of insurance-related products.

Start preparing for the unknown

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