Broker Check

Step 3 - Benefits & Insurance Strategy

Benefits Strategy & Insurance Review

Benefits Strategy & Insurance Review

“Plan for the worst-case scenario and make it as good as possible” – Ray Dalio

Click Here to Add Insurance Information
Risk Management Inventory 

Risk Management Inventory 

Review Insurance, Benefits and Benefit Selection

Review Employee Benefits

Health Insurance

Disability Insurance

Life Insurance

FSA, HSA, Other

Review current insurance

Review 3-year disability - Client / Spouse

Risk Management Survey
Planning for "What if Scenarios"

Planning for "What if Scenarios"

Milestone

Negative Visualization Exercise / Discussion  

Worst Case Scenario Review 

Risk Management Statement

Understand risk management strategy

Understand risk and consequences to financial plan 


Action Items

Confirm benefit selection

Review / update insurance policies and beneficiaries as recommended

Make changes to benefits or set reminder to make changes to benefits at next open enrollment


More on Risk Management