Risk Management and Insurance

risk

Preserve What Matters Most


Life is full of uncertainties, but with the right insurance and risk management strategies, you can navigate potential financial challenges for yourself and your loved ones.

Why It’s Important:
Unexpected events, such as illness, accidents, or long-term care needs, can have a significant impact on your financial health. Without proper insurance coverage, you could face substantial financial strain. Risk management is about being prepared for these possibilities so you can weather any storm.

How iTHINK Wealth Management Can Help:
Our team at iTHINK Wealth Management is here to help you assess your risks and ensure you have the right insurance coverage in place. Whether it’s life, disability, or long-term care insurance, we’ll help you choose the policies that offer the best protection for your unique needs.

Take Action:
Don’t wait until it’s too late. Talk to an advisor at iTHINK Wealth Management today to ensure you’re fully protected against life’s unexpected events.

insurance

Contact An Advisor

Contact an advisor today to schedule a no-cost, no-obligation appointment to discuss your individual needs.

 

This material contains only general descriptions and is not a solicitation to sell any insurance product. For information about specific insurance needs or situations, contact your insurance agent. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.​

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker- dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. iTHINK Financial Credit Union and iTHINK Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using iTHINK Wealth Management and may also be employees of iTHINK Financial Credit Union. These products and services are being offered through LPL, or its affiliates, which are separate from and not affiliates of iTHINK Financial Credit Union or iTHINK Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or any Other Government Agency Not Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for Financial Institution to make these referrals, resulting in a conflict of interest. The Financial institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

LPL Financial Form CRS

SHARE