Whether you are a financial advisor or are assessing your own financial position, you carry a great responsibility – not only to grow and accumulate wealth, but to protect it.  Just because insurance is purchased doesn’t necessarily mean that the level of protection is all that it should be.  The reality for a large percentage of investors is that their risks are not sufficiently managed and their assets are not properly protected.  Fortunately, there’s help.

Pitfalls
We’ve listed just 25 of some very common red flags that you will probably come across in your review of a financial plan.  If you see any of these it may mean that a renewed inspection of the insurance portfolio is necessary.
Download common pitfalls

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Custom Insurance Plan
Review a sample of our customized risk and insurance solution.
Download our Custom Insurance Plan

Continuing Education
One hour of CE is available for CFP® Certificants.
Email for more information:  advisors@mechelseninc.com