Broker Check

Insurance Solutions

Risk Management & Insurance


With deep risk management expertise, we analyze our clients’ financial situation and recommend appropriate solutions and strategies to help protect their interests and mitigate risk. Risk Management and Insurance Services include:

  • Liability coverage review & planning
  • Life insurance including second-to-die policies & private placement policies
  • Buy/sell funding
  • Key-Person insurance
  • Long-term care insurance
  • Disability insurance
  • Annuities
  • Privacy Armor® Identity Protection

Let Us Help You Redefine What's Possible.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. It all starts with a conversation. Contact us to learn more about how the Wathen Lobel Miller Schultz Group can help you achieve your vision for the future. 

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