Insurance & Risk Management
Planning for the expected and unexpected by protecting yourself, your loved ones, your home, or your business against events is a fundamental aspect of wealth planning. Adequate planning now can help prevent a lifetime of assets from falling short when you need them most.
LPL Financial provides our advisors access to a wide variety of insurance companies providing insurance coverage for our clients in the areas of Life, Long Term Care and Disability. JB Wealth Management does not provide property and casualty insurance but instead consults third party risk managers for property and casualty insurance.
We believe that risk management is critical to the success of client’s financial plans. Having insurance can provide peace of mind knowing that you are protected against unexpected events. This can reduce stress and anxiety and allow you to focus on other aspects of your life. Overall, insurance helps individuals and businesses manage risk and protect against financial loss, which can be critical for long-term financial stability, security and legacy planning.