Insurance Planning & Risk Management

For Individuals, Trustees and Business Owners

For Individuals and Trustees:

  • Independent Risk Analysis – are you properly insured in the event of a premature death, disability or long-term care? Our analysis will look at your entire financial fact pattern and will be developed using robust financial models to help identify the risks that could confront you and your family.
  • Independent placement of life insurance, long-term care insurance and disability insurance.
  • Independent Insurance Reviews / audits for insureds and trustees.
  • Coordination of Property/Casualty Insurance

To discuss your needs, contact us by clicking below.

Articles by Twelve Points

Our Designations

Get Insights & Info to Improve Your Personal Finances

Sign up to receive our newsletter, The Eagle Eye, each month in your inbox. You'll find updates, market insights, and other important information for protecting & growing your personal finances.
  • This field is for validation purposes and should be left unchanged.