Stocks, bonds, mutual funds, and retirement accounts like IRAs and 401(k)s can be insured. Investment insurance is a policy that protects against any unforeseen losses or risks. The policyholder pays a premium, and in return, the insurer guarantees to compensate them if they suffer losses on investments.
Create a plan of risk management that prevents financial catastrophe. We believe insurance is properly used when managing risk, not for asset growth.
Our insurance strategy is to lay a foundation of protection (safety net) that prevents a financial situation that takes years/decades to recover. We will analyze and monitor your insurance so that you are never over/underinsured.
Have more questions about our financial services? Feel free to schedule an assessment with our team.
Free AssessmentNo, investment insurance is not mandatory, but it is a wise investment to protect your investments and accounts from unexpected losses.
The monthly premium of investment insurance varies depending on the type of investment, the amount being insured, and the level of coverage required. Talk to an Intermountain Wealth agent today to determine the cost.
Investment insurance policies typically cover risks such as market volatility, inflation, currency fluctuations, natural disasters, and geopolitical events that can affect financial markets.
Choosing the right investment insurance policy depends on factors such as your investment portfolio, risk tolerance, and coverage needs. It's best to consult with an insurance professional who can help you select the right policy for your unique circumstances.
At Intermountain Wealth Management, we are fiduciary financial advisors. Meaning that we must act in your best interest. Our firm will provide recommendations on which strategies will work best for you and your family.
We at Intermountain Wealth Management strive to provide exemplary financial services for clients from all walks of life. Here are two reasons why this is important:
As a “fee only” advisor, we believe that a client’s goals and values should be an integral part of any plan.
We strive to help our clients through the downturns and market corrections that are a natural part of the financial world.
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