Asset Protection

Understand your liabilities and
protect against different kinds of loss.

At Mission Wealth we offer reviews of both personal lines of insurance and property & casualty to protect against different kinds of loss.

About Our Asset Protection Insurance Review

An asset protection insurance review is designed to understand current insurance coverages in place, to identify possible gaps in coverage or areas for increased protection, and to explore reduced premium expense opportunities.

Insurance is a useful took in protecting against large losses. There are many types of insurance and their benefits to you will depend on your specific situation. An asset protection review incorporates a holistic approach to help ensure that your family and your wealth are protected.

Types of Insurance We Review for Clients
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Homeowners Insurance
  • Cyber-risk Insurance
  • Umbrella and Personal Liability Insurance
Woman reviewing documents

Asset Protection

Feel confident, safe, and protected.
Through our thorough review process, we will determine if you have adequate coverage to protect your family in the event that something unexpected happens. We will discuss the risks with you and introduce you to an insurance professional who may be able to provide solutions. We will also review any existing policies you have in place and determine how they fit into your current financial picture.
  • Understand your coverage and potentially reduce your total cost of protection.

  • Protect you and your family in the event that something unexpected happens.

  • Feel confident in the type and quality of coverage you have in place.
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Insurance Review Benefits

Enjoy true peace of mind.

Find peace of mind with a full review of life, disability, health, long-term care, automobile, homeowners, earthquake, liability, cyber-risk, and property and casualty insurance policies.

Avoid gaps in your insurance coverage. Personal umbrella liability policies are insurance contracts designed to increase the liability protection over and above a standard home and auto insurance policy. Not having enough coverage in this area is common, yet the solution is relatively easy and inexpensive. We can help you find the solution for your personal needs.

partnership client benefits

Partnership Support

Review the best options for your protection.
We partner with brokerage firms that provide comprehensive insurance products and services to help meet the unique risk management needs of affluent individuals and families. Our goal is to facilitate comprehensive reviews to analyze coverage gaps, identify potential loss exposures, and recommend proper limits of liability to protect both property and financial assets.

Important Insights on Asset Protection

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Cyber Scammers Continue to Target with Technology Advancements

This Fraud Awareness Week, Client Advisor Amanda Thomas shares her personal and professional tips on preventing fraud to protect your money.
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How to Make Yourself a Difficult Target for Cyber Criminals

Last week, Mission Wealth hosted a personal security awareness presentation led by Gary Rossi, Vice President with Fidelity Global Security. In this presentation, Rossi provided Mission Wealth clients with insights about how to secure their online identity as well as practical advice regarding security threats and the appropriate risk mitigation strategies.
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Why You Need Travel Insurance

If you get sick, lose your suitcase, or have to cut your trip short, will any of your existing insurance policies cover your expenses or reimburse you for your losses?
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Mission Wealth does not provide tax or legal advice. This review is not an endorsement or opinion of the legalities of the document. This review does not cover every aspect. Our opinion may not be the only interpretation as others may have differing thoughts. We encourage you to share and discuss this review with your insurance professional and make whatever updates you feel necessary. MISSION WEALTH IS A REGISTERED INVESTMENT ADVISER. 00375406 6/22