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Wealth Management - Risk Management & Insurance

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Expecting the unexpected, and planning for this, is a critical component of any serious wealth management plan. Whether the issue at hand is ensuring your family is taken care of following an untimely death, or simply providing peace of mind, Ironview Capital Management will help you assess your needs in purchasing insurance, as well as fit this particular piece of your plan into your overall wealth management strategy.

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Some of the services we offer related to risk management and insurance planning include:

• Term Life Insurance

• Whole Life Insurance

• Universal Life Insurance

• Disability Insurance

• Long-Term Care Insurance

• Umbrella and Excess Liability Insurance

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Our firm and certain of our financial professionals may offer commission-based insurance products. This presents conflicts of interest because we or they can recommend that you purchase insurance commission-based products based upon the compensation we or they will receive, rather than your individual need. You are not under any obligation to purchase those products.