Risk Management

Insurance Is in Our DNA

 

The risk management cornerstone of financial planning is oftentimes the most misunderstood. The complexity of products and pricing has increased dramatically over the last 15 years, especially in Life and Long-Term Care. Unfortunately, self-directed clients sometimes overlook a more suitable policy in favor of the simplest and least expensive, often without regard to their longer term needs.  At MPW, we favor strategies you’ll grow into and always prioritize your needs and budget.

We regard family protection as an essential part of the planning process, and our partners give us access to strategic insights for best-fit product selection. We represent highly rated providers of Long Term Care and Disability Term, Whole, Index Universal Life, and Guaranteed UL. We are also licensed to service your property and casualty needs.

We offer a robust choice of carriers for fixed, indexed, and variable annuities for clients who want guarantees as a portion of their income plan.

 

*Guarantees are based on the claims paying ability of the issuing company.