CLICK ON AN ICON TO REVEAL MORE 04. Risk Management & Insurance We conduct a comprehensive review of all your insurance coverages and needs including home and auto and umbrella policies, to make sure you are properly • Life Insurance Review covered. We also review life insurance • Review Long-Term Disability Insurance policies and audit those if needed. • Review Health Insurance Perhaps you are underinsured, or the type • Review Home Owner’s /Renter’s of policy you own is no longer appropriate Insurance for you. We also discuss your other • Liability Coverage (Property & Casualty) insurance coverages such as health and • Auto Insurance disability insurance and create a plan for • Umbrella Insurance health insurance if you decide to retire • Risk Management Recommendations earlier than 65 before you are Medicare eligible.