Protecting your assets and your family is an important part of every Comprehensive Wealth Plan and one of the key components of The RPG Advantage™ process. Insurance is often the best financial product to reduce potential losses stemming from unexpected accidents, illness or death.
Your insurance needs change as you travel through the different stages of life. Insurance products also change over time, making annual insurance reviews an essential part of your Wealth Plan. The Raskin Planning Group team reviews existing insurance programs and looks for ways to reduce cost and increase effectiveness. We execute your insurance strategies with competitive contracts from quality insurance companies making sure they are integrated with your Comprehensive Financial Plan so you can confidently meet your financial goals.
Your Execution Plan may include all or some of the following: