Insurance Coverage Presentation Risk Management 
Nationwide Financial
OCTOBER 1, 2022
This growth is poised to accelerate as Hispanic entrepreneurs start businesses at three times the rate of the general population, presenting a huge opportunity for advisors and financial professionals to expand relationships. Small business owners wear many hats, and the topic of risk management presents an opportunity for you to add value.
Workable Wealth
OCTOBER 14, 2020
This could come in many forms: Negative spending habits Little to no emergency fund Inadequate investment vehicles Improper risk management and insurance coverage Making emotional financial decisions Overpaying on taxes Acquiring unnecessary debt Incurring penalties and fees Let’s look at a few of these examples more in-depth.
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Workable Wealth
OCTOBER 14, 2020
Improper risk management and insurance coverage. This means having at least 3-6 months of living expenses earmarked in a highly-liquid account, maintaining proper insurance coverage, and building the right cash-flow management. This could come in many forms: Negative spending habits.
Risk Management Guru
AUGUST 12, 2020
Close the gaps on those risks by: Ensuring the quality of each contract/contractor that you come in contact with. Verifying and monitoring their insurance coverage for lapses. Overcome this tendency by opening up your view of the future and what it can present. Diversify the location of your partners around the world.
WiserAdvisor
JULY 3, 2023
However, like any other professional, physicians are prone to the same types of financial risks. Hence, it becomes essential to follow a rational financial plan that focuses on your short and long-term financial goals and ensures financial security not just in the present but also in the future.
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