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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 10808 S Riverfront Pkwy, Suite 351  | 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 • Farmington Office 262 N University Ave Drive | Farmington, Utah

©2020 by JRS Wealth Management.  JRS Wealth Management LLC ("JRS Wealth") is a Registered Investment Advisor ("RIA"), located in Utah. JRS Wealth provides investment advisory and related services for clients nationally. JRS Wealth will maintain all applicable registration and licenses as required by the various states in which JRS Wealth conducts business, as applicable. JRS Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.