Risk Management & Insurance
Protecting your income and your family from the unexpected
Most people can guess what Risk Management & Insurance means in general — fewer understand what it actually covers or why it matters until they need it. At Insight Financial Planning, this includes group or individual life and disability insurance, as well as buy-sell agreements for business owners protecting a partnership or company.
What's included:
Life and disability insurance review (individual or group)
Buy-sell agreement planning for business owners
Coordination with your overall Financial Plan
Signs it might be time to talk
You don't need to check every box — even one of these is usually reason enough for a first conversation.
You have a family that depends on your income
You're a business owner without a buy-sell agreement in place
You're not sure if your current life or disability coverage is enough
You're a physician or first responder whose income depends on your ability to work
