Insurance & Risk Management Review
What is Insurance & Risk Management Review?
Insurance and risk management protects your financial plan from unexpected events that could derail your goals. Censifi specializes in coverage analysis, policy review, and risk assessment, ensuring you have adequate protection without overpaying for unnecessary coverage.
Common Insurance Review Areas:
Life Insurance Analysis: Term vs permanent life insurance needs assessment and beneficiary optimization
Disability Insurance Review: Income replacement strategies and policy feature analysis
Property & Casualty Assessment: Home, auto, and umbrella insurance coverage evaluation
Health Insurance Optimization: Plan selection strategies and HSA maximization
Why Insurance Reviews Save Money:
Avoid Over-Insurance: Eliminate unnecessary coverage that wastes premium dollars
Fill Coverage Gaps: Identify risks that could create financial catastrophe
Cost Optimization: Find appropriate coverage at competitive rates through proper shopping
Censifi Advisory Team
Expert CFP professionals providing transparent flat-fee financial guidance
Our experienced team of CERTIFIED FINANCIAL PLANNER™ professionals brings decades of combined expertise in investment guidance, retirement planning, and comprehensive financial strategies.