Frank Legan Group at SEIA

Risk Management

While often overlooked, a well-managed insurance portfolio is an important component of a sound financial plan. SEIA advisors work with clients to capitalize on the opportunities that the insurance market provides, as well as identify the best coverage for each individual or business.

Whether you need to purchase new coverage, audit existing policies to ensure they remain competitively priced and are aligned with your objectives, or to work with your legal advisor for estate planning purposes, SEIA’s advisors can prudently and strategically manage your insurance portfolio.

SEIA’s advisors can help to prudently and strategically manage your insurance portfolio.

Our Insurance Department is effective because of…

  • We work with Ash Brokerage and Crump, two leading insurance brokerage firms that partner with many insurance companies, providing us with access to a comprehensive portfolio of product resources.
  • Unlike many wealth management firms, SEIA has a dedicated, in-house underwriting group which controls most of the underwriting and portfolio management processes. By managing the underwriting process we are better able to represent our clients’ interests and secure the best insurance deal possible.
  • Our five-step financial planning process. This disciplined approach starts with a discussion of your goals. The analysis phase includes an evaluation of your current insurance portfolio and results in recommendations specific to your goals and market opportunities.

Contact us to get started today

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