INSURANCE PLANNING

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Insurance Planning

Insurance is a contract of indemnity ie. The insurer agrees to pay the insured a certain sum of money either on the happening or the non-happening of a certain event.

Insurance is an important step in the financial Distributor process. It is a defensive measure and offers peace of mind to the individual. Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. we work with you to identify your risks and implement a cost-effective risk management program that has been developed with your specific circumstances and requirements in mind

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Protecting Your Loved Ones. Prudent planning can fill in gaps.

Portfolio Management means planning for a long and productive life while also preparing for the worst. Portfolio Management Resources, Inc. can show you how to fill critical gaps in funding your long term financial goals while protecting your family from life’s risks.

Through a personalized insurance plan, we can help you:


  • Protect your income stream in the event of disability

  • Provide for your family in the event of a premature death

  • Guarantee income for life

  • Protect your business

  • Protect the value of your Estate

  • Prepare for a potential Long Term Care need


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