Risk Management
Manage your risk effectively
Risk Management
Synergy’s risk management services prioritize your peace of mind and financial security as a small business owner. We can assist you in managing and mitigating risk strategically in a variety of ways – one of which is insurance.
Understand Your Insurance Needs
Analyze your unique insurance needs and goals as a business owner, then review options as needed. A Synergy advisor can walk you through insurance options that may be appropriate for your needs.
Evaluate Employer-Provided Insurance
If you have employer-provided insurance through your business, we can help you assess its coverage and suitability to provide the protection you require.
Request Insurance Proposals from Trusted Brokers
You can receive quotes from trusted insurance agents for tailored insurance proposals, with the goal that you receive comprehensive and competitive options that suit your unique needs as a business owner.
Whether its term life insurance you want to protect your family as you are still working in your business or want to build cash value in permanent life insurance, we have the resources to connect you with a variety of insurances.
Purchase Appropriate Insurances
Once the right insurance options are identified, we can assist you in purchasing the appropriate policies, ensuring you’re protected.
Want to learn more? Read our blog post on managing risk.
