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Insurance and Risk Management

Insurance and Risk Management

Insurance and Risk Management

Insurance & Risk Management

The combination of perils and hazards creates risks to which you are vulnerable every day. These risks also vary in likelihood from high frequency to low frequency. However, whatever the likelihood or possible severity, every risk carries a potential for some degree of loss. Accurate Family Office will help you minimize associated losses by developing a plan to tackle individual risks as well as comprehensively addressing the total package of risks.

Services

Review Life & Disability

Personal Risk Profile & Exposure Identification

Property & Casualty Insurance & Exposure Periodic Review

Property & Casualty Asset Protection Strategy Development

Property & Casualty Broker Recommendation & Selection

Coordinate Risk Management Program Between Client & Broker

Personal Staff Workers Compensation Placement & Program Management

Coordination of Trip Travel Insurance

Coordination of Pathstone Group Insurance Programs

Facilitate Personal Background Checks as Needed

Property & Casualty Claim Review, Report, & Coordination

Medical Insurance Compilation & Recommendations

Deductible Management

Refund/Credit/HSA Balance Management

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If you would like to learn more about Accurate Advisory Group or would like to schedule a complimentary, no-obligation consultation, please contact us today!

 

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© 2023 Accurate Advisory Group Inc. All Right Reserved.
© 2023 Accurate Advisory Group Inc. All Rights Reserved. Investment advisory services offered through Accurate Wealth Management LLC, an SEC Registered Investment Advisor. Registration does not imply any level of skill or training. Insurance services offered through Accurate Advisory Group Inc. Securities offered through AAG Capital, Inc. Member FINRA/SIPC. Information presented on this site is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Testimonials are from Accurate Advisory Group customers, and they were not compensated.
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