Transactional insurance agencies often times overlook key facts or exposures for successful families. Our agency specializes in Property and Casualty (P&C) insurance planning for successful families, and thrive when working with financial professionals that provide likeminded holistic planning for their clients.
In fact, it's fairly common for us to identify a previously unknown exposure for a client. During our consultative risk review of a client's personal insurance program, we will not only address the obvious coverage needs but will also discuss some of the overlooked exposures such as worker's compensation, directors and officers coverage, excess umbrella liability, and excess uninsured and underinsured driver's coverage.
A successful risk management program is the process of planning, organizing, directing, and controlling resources and exposures to achieve given objectives regardless of the impact of a surprising success or large loss.
At POWERS Insurance, we follow the approved risk management process implemented by the International Risk Management Institute (IRMI):
We partner with financial planners because we know if something happens and a client doesn’t have adequate P&C protection, their financial goals could be at risk. It's crucial that the goals set with a financial planner align with the personal insurance program.
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