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Complete Risk Management

Risk Transfer For Your Plans.

Sometimes managing risk means self-insuring. Sometimes not. If you choose to transfer risk to an insurance company, we can help.  Our agency is a fiduciary-only, independent general agency specializing in Life, Disability and Long-term care insurance.  The goal?  To customize the risk transfer you need to keep up with your plans.  Leveraging over 48 insurance carriers, we customize an optimal solution based upon existing policies, health status, and available policy technology.

Stress Test Request
The FIDERE Insurance Advisory process evaluates the resiliency of your policy to economic and actuarial factors, to give you a clear understanding of what you own, where it fits, and how to handle it.  Download a policy stress test, then contact:
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