Succession Planning
Contingency Planning
Risk Managament
Life Insurance
We help individuals and business owners
prepare for the unexpected.
Risk Management
Our track record of success at Risk Resource has earned us a reputation as an industry leader in life insurance, disability insurance, long-term care insurance, critical illness insurance, and annuities. We understand every need is different which is why we represent over 100 insurance carriers. This gives us the flexibility and freedom to find the right solutions for each of our clients.
Schedule an appointment with us today to discuss your current insurance situation. We take a holistic approach to reviewing inforce insurance policies and reviewing new ones.
Free Guide: How to Escape the Retirement Tax Trap
This short guide from Risk Resources reveals proven strategies that you can use to build wealth and significantly minimize taxes in the future.
Succession Planning
Is your family, your business, and the families that depend on your business prepared to live with the consequences if you do nothing? Our proprietary Blueprints For Tomorrow™ program is designed to work directly with closely held businesses to create customized strategies and solutions that covers contingency, succession, exit, and transition planning.
As a third-generation company with over 40 years in the industry, we have had the pleasure of serving over 3,000 business owners and their families across the country.
The Numbers Tell the Story
1 out of 3
business owners will die while owning their own business.
1 out of 4
business owners will suffer a serious illness while owning their business.
5 out of 100
business owners can maintain their same lifestyle in retirement.
3 out of 4
key people perceive that they have a better place to go.
8 out of 10
businesses close within 1 year of the owner dying or becoming ill.
7 out of 10
business owners have not prepared for the unexpected.
Risk Resource’s Specialties
“PREP Planning” for the Business Owner
Key Employee Attraction & Retention
Retirement Planning for the Business Owner
What We Do
Our Blueprints For Tomorrow™ program covers contingency/succession planning, key employee attraction, maximization, and retention, and helping business owners retire independently of the business.
Learn more about Risk Resource’s program.
Our Program – Blueprints For Tomorrow™
Discovery
We create a unique Blueprint for your business by determining what has and has not been planned and implemented.
Implement
Next, we put your Blueprint into action by working with your schedule 30-minute planning sessions.
Maintain
Each year we review your Blueprint and make sure that it is current, and make any necessary updates.
business owners completed
years of experience
our fees are risk-free
Do You Need a Succession Plan?
Failing to make a plan places great risk on everything that you’ve worked so hard to create. What kind of burden are you leaving? Deciding to do nothing is making a decision.
Blueprints For Tomorrow™
Risk Resource has recently merged with our sister company,
Blueprints For Tomorrow™.