by Daniel Kukla | Jul 9, 2019 | Risk Management
By Jim Blair, Moneta Partner Summer is officially here, and many families are planning vacations around the globe. Whether you are going to Acapulco or Antarctica, there is one thing you should “pack” that is almost as important as your passport: travel insurance....
![Moneta Group Customized Services – Risk Management [VIDEO]](https://monetagroup.com/wp-content/uploads/2016/10/mitigate-risk.jpg)
by Kelly Schmitt | Oct 26, 2016 | Risk Management, Videos
As your family’s personal wealth increases, so does your need to protect that wealth. As part of your comprehensive financial plan, your Moneta Family CFO will review and advise you on existing insurance policies, advising you on gaps or overlaps in your family’s...
by Kelly Schmitt | Sep 17, 2015 | Family CFO Services, Risk Management
We’ve all seen those TV commercials, trying to tell us we have gaps in our insurance. We may brush it off, or think for a fleeting moment… “I wonder if I’m covered.” The truth is, you may have gaps, and now is a great time to find out. So – what would...
by Kelly Schmitt | Jul 30, 2015 | Risk Management
We often hear people say life insurance isn’t a very good ‘investment.’ When you think of life insurance in the context of wealth accumulation, insurance really should not be considered an investment vehicle. So what purpose does it serve? Life insurance is perhaps...
by Kelly Schmitt | Jul 23, 2015 | Risk Management
Most individuals select their insurance agent during the purchase of their first car or home. Usually, that insurance person comes at the recommendation of a friend, family member, or maybe even more randomly via the phone book. Once a policy is secured, they never...
by Kelly Schmitt | Jul 16, 2015 | Risk Management
Summer is officially here, and it is likely that many of you are planning vacations around the globe. Whether you are going to Acapulco or Antarctica, there is one thing you should ‘pack’ that is almost as important as your passport: Travel Insurance. International...
