We create simplicity out of often complex life insurance objectives. As your trusted advisor, we focus on adding value to your life while working around your schedule and individual needs. The insurance industry has traditionally functioned under a distribution model for doing business.
At Risk Resource, we continue our relationship for decades and often generations after the initial implementation of a plan and its policies. We not only keep a very close eye on the insurance industry, but we also monitor changes in the economy, financial markets, tax code, and ongoing legislation to ensure that the performance of your insurance policies and the broader plan account for those changes.
Our process follows four simple steps: Discovery, Proposal, Implementation, and Ongoing Service