Risk Management
Managing Risk Efficiently.
Problems
Financial devastation is a potential reality resulting from an untimely death or disability. Such an event may short circuit any number of life-long endeavors, including loss of family income, wealth creation and corporate/business continuation, as well as preservation and eventual transfer of wealth to future generations.
Solutions
Once a specific risk and economic impact is identified, cost of capital will generally dictate how much liability to transfer. Consideration should be given to the loss of an asset especially if the asset generates future income and appreciation.
The solution includes a unique asset class of life insurance designed to help generate capital at the precise moment in time when capital is most needed. Smith, Frank & Partners provides an established methodology and delivers the best tools, the best pricing and financial and medical privacy. Managing expectations helps to produce results, including flexibility in design, choices and minimal medical testing requirements. We control the process rather than allowing the providers to do so. You are in control.
Tools Offered (Depending on the Project) Include:
- Term Life Insurance
- Universal Life Insurance (Guaranteed Death Benefit Available)
- Index Universal Life Insurance (Guaranteed Death Benefit Available)
- Corporate-Owned Life Insurance (COLI)
- Bank-Owned Life Insurance (BOLI)
- Whole Life Insurance
- Private Placement Life Insurance
- Guaranteed Issue Life Insurance
- Multi-life Insurance
- Disability Insurance (Income Replacement and Buy/Sell)
- Multi-life Disability Insurance
- Guaranteed Issue Disability Insurance
- Long Term Care Insurance
Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC
Investment Advisory Services offered solely through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor
NFP Securities, Inc. is not affiliated with Smith, Frank & Partners, LLC.
NFP Securities, Inc. does not offer legal or tax advice.
Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.
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