Insurance and Risk Management

Insurance and Risk Management

The Key Group will analyze existing insurance coverage and identify potential strategies to minimize risk and achieve your goals. Strategies include the use of Term Life Insurance, Permanent Life insurance and Long Term Care Insurance.

 

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities offered through Concourse Financial Group Securities Inc., (CFGS) Member FINRA/SIPC. Investment advisory services offered through Key Group Management, Inc., a Registered Investment Advisor. Key Group Management is independent of CFGS. 

CFGS does not render tax, legal or accounting advice. CFGS does not provide tax planning/preparation services. Please consult with your CPA or other appropriate advisors on all matters pertaining to legal, accounting or tax obligations and requirements.

For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures

This communication is strictly intended for individuals residing in the states of AZ, AR, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MN, MA, MI, MN, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OR, PA, RI, SC, TX, TN, UT, VT, VA, WA, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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