President, LGE Design Build
I cannot speak highly enough of the exceptional service provided by Risk Resource. I have worked with Ian and his team on numerous policies over the years. They consistently demonstrate an unparalleled level of professionalism and expertise. Ian’s deep understanding of the life insurance market, coupled with his personalized approach, ensured that my team received the most comprehensive coverage tailored specifically to our requirements. I wholeheartedly recommend Ian and Risk Resource to anyone seeking reliable and personalized life insurance solutions.
CEO, Land Advisors
I bought my first policy over 35 years ago from Nate Sachs – and ever since have felt my family and business is secure if anything happens to me. I have never been sold insurance by Risk Resource – the Sachs-. I have only felt I have been and continue to be properly advised to suit the my needs and requirements by Ian Sachs and his team. Beyond that, the service has always been beyond compare.
CEO & Founder, Simon CRE
Risk Resource is my trusted life insurance partner. Ian Sachs and his team provided my family and business with tremendous peace of mind. Their capabilities, knowledge in estate planning, and ongoing client services have been second to none.
Ian and his team have spent quite a bit of time over the years with me and my wife to discuss our specific situation. This included understanding standard life insurance planning coupled with estate planning. Layered on top of all of that was planning for inter-generational plans for options related to our children. The end results was a package of insurance and other facets that fully addressed our overall estate planning on risk management. Most notable is that it was not all about just the initial set-up. Ian and his team have kept us informed annually to discuss adjustments. We are very pleased with the level of expertise and the attention to detail.
President & CEO, Runbeck Election Services
Working with Ian and Risk Resource is enjoyable and simple. Ian takes the challenges and the anxiety out of working through various insurance products. Ian has helped me both personally and professionally. He has established various key man products and worked through my personal needs with my family. You can’t go wrong with Ian and Risk Resource.
CFO, Caliente Construction Inc.
Immediately upon reaching out to Ian Sachs and Britt Dillender at Risk Resource, they went to work to find key person insurance for our ownership team, given a few challenges we faced. We had tried another avenue and the result was less than optimal. Within a few days, I received a call from Ian saying they were cautiously optimistic about finding policies for everyone that would satisfy our needs. Risk Resource provided a couple options and Caliente Construction was able to obtain the policies we needed at competitive prices. Risk Resource and Ian Sachs did a tremendous job for us!
James D. Ash
Founder, Ash Brokerage
We started working with the Sachs organization nearly twenty (20) years ago. Our original contract was with Nate and Dale Sachs. Their son, Ian, has taken over the firm and they haven’t skipped a beat.
We are the largest insurance brokerage firm in the United States, and it has been a pleasure working with the Sachs organization. They are client-focused, have a sense of urgency, always thinking long-term instead of a quick transaction, and very conscious of their clients’ time constraints.
If you have an opportunity to interact with this national organization, trust me, you will not be disappointed.
Jere W. Planck
Founder & Managing Partner, Archicon, L.C.
I would like to thank you for the work and collaboration you have done with my company. Your approach to the review of companies and their positioning for the exit of the owner is insightful. Many owners, such as me, look for companies that will consult with us and with no strings attached to the sale of a product.
Your detailed, step-by-step approach to looking at companies and processes increased our profit and reduced the amount of time administering our company. This allowed us to focus on growth and additional market share.
Founder, President & CEO, Spectrum Technology Solutions
Gloria and I were introduced to Nate Sachs by a respected business owner in our network. We read Mr. Sachs book and, as business owners ourselves, could immediately relate to the narratives he shared regarding the threats and risks that we faced in our business. We engaged with Mr. Sachs shortly thereafter and he walked us through a fairly detailed assessment of our situation in order to determine if he had an offer of help for us. We accepted his offer to work on one of his blueprints that enabled us to put in place protection for our business in the event that Gloria and/or I were to die unexpectedly.
Mr. Sachs’ process is very methodical and detailed. He made the planning process easy on us – something that working alone we’ve never been able to accomplish. Mr. Sachs brings the help as an expert observer and adviser to set the criteria and standards that we need to think through in order to effectively plan for the worst case scenario. Where we lack the ability to think and act effectively about our current situation and desired situation, he questions us and opens our thinking.
We now hold a plan for our business that our loved ones can operate from in the event of our death. Our plan protects the business – as an asset to our children and family. We now can rest easier knowing that our family will not be as burdened as they would without this structure and direction in place.
Thank you, Nate, for your expert help. We place a great deal of trust in you and your advice and recommend your services to other business owners.