Typical wealth-protection process: review existing insurance policies, looking for ways to improve coverage and reduce premium.
Our better wealth-protection process: review existing insurance and have discussions about defending net worth against the following exposures:
Photo: Rachael McGraw, Los Angeles
3 thoughts on “Our atypical risk discussions”
[…] a discussion on how you plan to pay for the consequence if you suffer an unexpected loss from the major categories of risks. It can be made easier by following this […]
[…] If you picture a defense plan as a wall between the risks to a financial position (see here for earlier post) and the prosperity being pursued, how tall and how wide that wall is the […]
[…] 4. Assess, even briefly, your perceived exposure to different risks. You and I may not share exposure to the same types of losses, so for a starter-list of risks, check out an earlier blog post here. […]
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