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Risk Management

Evaluating the Effective Use of Insurance

 

Our team of Insurance Specialists identifies risks which could tremendously impair your financial situation. While it’s important to focus on what may go right with your situation, it’s also crucial to consider how you may be negatively impacted without protections in place. Cost effectively transferring risk to the deeper pockets of an insurance company may be prudent to minimize the financial damage of a catastrophic, unanticipated event.

 

Some of the ways we utilize insurance in the wealth planning process include:

Life: Considers income replacement as well as business succession funding and estate planning through a vehicle which may be income tax and estate tax free, if structured properly.

 

Disability: Protects your income in the event of your inability to work prior to financial freedom.

Long-Term Care: Provides financial support for Activities of Daily Living (ADL’s) in respite care, adult day care, in-home care, assisted living as well as nursing home care.

 

Annuities: Provides a guaranteed income stream or protects part of your portfolio from market loss to reduce the risk of your overall retirement income plan.

 

We are insurance licensed in the following states:  AZ, CA, CO, HI, Mass, NV, TX, UT, WY

 

 
Segelke Financial Group

Top Financial Advisor South Jordan, UT, Jeff Segelke

Headquarters 10235 South Jordan Gateway, Suite 104 | South Jordan, UT 84095

Phone: (801) 987-3973 | Toll Free: (877) 236-5901 | Email: info@sfgclient.com 

 

Orem Office 1145 South 800 East, Suite 110 | Orem UT • Bountiful Office 563 West 500 South Suite 420 | Bountiful, UT

© 2018 Jeff Segelke is an Investment Advisor Representative with ARS Investment Advisors INC. ,

a SEC Registered Investment Advisor. 563 West 500 South Bountiful, Utah 84010.