For Financial Advisors
FOR FINANCIAL ADVISORS
Since 2007 Roy has worked with hundreds of financial advisors and insurance agents throughout Georgia and the southeast. He has assisted them with thousands of their clients’ insurance needs. He has a formal education in insurance, and many years running his own financial planning firm and RIA. While Roy is a FINRA registered representative, he does not actively solicit or manage investments. Because his insurance practice is independent, he can offer products from multiple insurance companies and let you decide which ones best suit your clients’ needs.
For Fee Only Financial Planners: If you are a fee only financial planner then reviewing your clients’ insurance is required as part of your fiduciary duty. But, how do you meet that obligation when every insurance agent you try to work with is selling investments and/or competing with you. While some older life agents may not be FINRA registered, they usually only represent one company and are unlikely to provide an objective evaluation. Roy Cranman and Wealth Risk Management are ready to partner with you to help you meet your fiduciary duty to your clients.
For FINRA Registered Representatives: If you are a FINRA registered financial advisor with an independent broker dealer the chances are very good that we can work together with you receiving proper compensation. Let’s talk!
For Property & Casualty Insurance Agents: P&C agents are by definition, experts at P&C. The moment a client asks about insurance for a buy-sell agreement, long term care or life insurance, it’s usually not something you are familiar with. Let Roy and Wealth Risk Management make you life easy. Happier clients and more revenue. A great combination.
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