IDAHO FALLS, ID

Insurance Planning

Insure Investments

Protect your assets and secure your financial future.

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.

Monitored Daily

Intermountain Wealth will monitor your insurance and accounts regularly.

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.

Frequently Asked Questions

Have more questions about our financial services? Feel free to schedule an assessment with our team.

Free Assessment
Q.

Is investment insurance required?

A.

No, investment insurance is not mandatory, but it is a wise investment to protect your investments and accounts from unexpected losses.

Q.

How expensive is investment insurance?

A.

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.

Q.

What risks are covered with investment insurance?

A.

 Investment insurance policies typically cover risks such as market volatility, inflation, currency fluctuations, natural disasters, and geopolitical events that can affect financial markets.

Q.

How do I choose the right investment insurance policy?

A.

 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.

What is a Fiduciary Financial Advisor?

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.

Free Assessment

Why Intermountain Wealth?

We are a financial fiduciary to all clients

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:

1

As a “fee only” advisor, we believe that a client’s goals and values should be an integral part of any plan.

2

We strive to help our clients through the downturns and market corrections that are a natural part of the financial world.

More About Insurance Planning in Idaho Falls

Start your Free Financial Assessment