Everything important. All covered under one roof.
Step 1: Review
We start with a short meeting to get newly acquainted, or reacquainted, with your personal circumstances and goals.
Step 2: Analyze
Step 3: Act
Step 4: Monitor
While it may be tempting to delay risk planning because of your limited time or the possibility of additional premiums, we have found that not having any plan is the costlier option over the long term. Warren Weiss Agency takes a holistic, consultative approach to Risk Management. Based on what we learn about you from an initial meeting, or series of meetings, we develop Risk Management strategies by identifying and addressing any exposures that you’re likely to encounter either in your daily life or over the course of your lifetime. Mostly, we believe a sound Risk Management strategy is one that is prevention oriented.
What is Risk Management?
Risk Management is the process of identifying and mitigating all potential vulnerabilities that could arise as a result of your environment, your lifestyle choices and/or your business operations. Risk Management is much more than just having proper insurance. It involves understanding your biggest exposures, and then creating a plan to protect yourself from those exposures based on your personal preferences, financial realities and long-term objectives. For example, if you have a family history of diabetes, but are still young and healthy, your risk management strategy might prioritize life insurance in order to maximize approval odds and minimize long-term expenses by securing a fixed, affordable rate now.
Note: The example above is for illustration purposes only and should not be construed as Risk Management advice. Insurance and Risk Management decisions should be made only after consulting with a licensed, qualified Risk Advisor.
Schedule a complimentary Risk Management consultation today