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OUR SERVICES
Liability Management
Keeping your insurance needs aligned with your changing financial situation.
Although insurance is, by nature, steeped in life’s unknowns – it plays an integral role in a well-rounded financial strategy.
Oxford Harriman & Company can help you with your risk management and insurance needs. Learning about insurance can help you answer the two most common questions of how much and what kind when choosing your insurance coverage.
Reviewing our insurance can help ensure your insurance keeps up with your life.
If something were to happen to you, would your family have the funds needed to protect the lifestyle you have afforded them? It’s a topic that’s important and can help your family in a time of need. It is critical to check your insurance needs as your financial situation changes.
Oxford Harriman can help you with the following:
- Review of Existing Insurance Policies
- Insurance Coverage Summary
- Beneficiary designation review
- Creditor protection strategies
- Insurance Company Exposure Evaluation
- Review Insurance Strategies Related to Asset Protection Strategies
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not suitable due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
