Insurance/Risk Management

Oxford Harriman & Company - Helping You Ensure That Your Insurance Keeps Up With Your Life

Insurance/Risk Management Services from Oxford Harriman & Company

insurance risk management cleveland

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 your insurance regularly 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
  • Review Insurance Trusts
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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.

ANY QUESTIONS?

Unsure about your direction or methodology for meaningful investment planning and wealth management? Contact us and one of our experts can help provide clarity of thought.

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV).

Investment and insurance products:Investment and insurance products:Investment and insurance products:
Not insured by FDIC or any Federal Government AgencyMay Lose ValueNot a Deposit of or Guarantee by a Bank or Any Bank Affiliate

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo. Oxford Harriman & Company is a separate entity from WFAFN.