OneWealth Risk Management
OneWealth Risk Management, LLC is an Independent Insurance Brokerage specializing in health and life insurance for financial asset risk management and estate planning, property and casualty insurance for business risk management, group insurance for employee benefits, and risk management consulting.
What losses exactly are you covered against? Do you have a written opinion of appropriate coverage levels? Does your agent work in a call center cubicle? It doesn't have to be that way.
Exhausted all your tax-free, deferred, and tax-advantages methods of saving and growing your money? If you can answer that question confidently, you understand why we're asking that question here. If not, let's talk.
Do you know all the ways business insurance can help you acquire, maintain, and transfer ownership of business assets? Got a business continuity plan? Want to buy out a partner and retire? We can help.
Our Risk Management Consulting service provides you a written report of all the usual risks faced by your business operations. It provides an estimated impact on business operations and continuity. It discusses which risk you can transfer with insurance solutions and which risks you can retain with the adoption of internal controls. Interested? Let's discuss your needs.
Our Health and Life focus is on group benefits for small family businesses, sole proprietors, their families, and businesses. We also concentrate on Health and Life policies for Estate Planning and tax-advantaged wealth transfer. Get more information by contacting us.
Business insurance isn't just about protecting assets and minimizing liability. It's also about tools for keeping your business running and receivables coming in times of business interruption. It's about retaining income from your business when you retire and about passing along your greatest asset to your successors. Want to learn more? Click the link below.
Whether it's creating an employee benefits package to attract and retain talent, reassessing current employee plans as needs change and costs rise, or using group insurance for business continuity in case of disaster, asset transfer upon retirement, or planning for business ownership changes, don't neglect the power of a well-crafted benefits plan to serve employers and employees alike.