Risk Management & Insurance
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Risk Management & Insurance

The AEPG Difference: Protecting your most valuable assets as part of your complete wealth management plan.

Because life is full of surprises, ensuring that you, your family, and your assets are adequately protected by insurance is a critical component of your successful wealth management plan.

At AEPG, we understand the importance of properly managing potential risks to your financial situation. As a fiduciary, we provide independent, fee-based financial, risk management, and insurance planning services. You benefit from the experience and advice of our insurance experts and other financial specialists. We have no ties to specific carriers, so we recommend policies that provide the best combination of value and price to meet your needs.

Our insurance (CLU®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals can help you understand the importance of risk management, identify potential risks to your personal financial situation, create a customized strategy for addressing those risks through a variety of insurance products and other tools, and integrate that strategy into your comprehensive wealth management plan.

Our Risk Management and Insurance Services

  • Life insurance – Whatever stage of life you're in, life insurance is a financial tool that can provide critical risk management protection through wealth creation, income replacement, asset protection, and lifetime income.
  • Disability insurance – The ability to earn income is likely your most valuable asset. Disability income insurance is designed to protect that asset by replacing a portion of your future income if you become disabled due to an accident or injury.
  • Long-term care insurance – Unfortunately, you or someone you love may someday need long-term care. Long-term care (LTC) insurance can help you absorb this risk and protect your family's assets in light of the rising costs of nursing home care, assisted living care, and home care.
  • Annuities – These tax-deferred savings and investment products can convert your assets into a lifetime income, with a variety of options to fit your family's particular needs. 

 

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AEPG: Your Accountable Advocate™