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Insurance Risk Assessment Services

insurance services

Chandler and Knowles CPAs takes a macro-management approach to risk assessment. Our insurance consultants look at your assets and financials as a whole when advising on which policies are best to purchase. The cheapest insurance policies aren’t always the best ones. In fact, in most cases they aren’t. Bad things happen to good people, and being covered for loss of life, disability, lawsuits or anything else beyond your financial means that could affect your family or business saves you more in the long-term than paying for the cheapest insurance policy.

We provide insurance services for small businesses and families to help ensure the financial health of both entities in the present and future. Insurance planning should be unique to the qualities and financial situation of each business and individual. Selecting cookie-cutter insurance plans is not optimal for anyone, and may cause you to end up overpaying or not getting the coverage you ultimately require.

Individual & Family Insurance Services:

According to the 2015 Insurance Barometer Study, more than 40% of Americans have no life insurance, leaving their families to pay off debts and funeral expenses once they are gone. Insurance should be an important part of your family’s retirement and savings plan. Having the right insurance can not only save your family money in the present, but care for your family in the future. We advise clients on the best approach to insurance coverage based on their current assets and current insurance policies. Not all health insurance covers disability and long-term care, and it is important to examine all current policies to ensure that everything is covered with minimal overlap. Likewise, not all auto insurance will provide the medical and legal coverage necessary to protect your family in the event of an auto accident that results in injury. By looking at your insurance policies and finances as a whole, we make sure that all your bases are covered and that your assets work together in tandem. We provide risk assessment services for:

  • Long-Term Care
  • Health Insurance
  • Disability Insurance
  • Auto Insurance
  • Mortgage Insurance
  • Homeowners Insurance
  • Life Insurance
  • Umbrella Policies

Business Insurance Services:

We take the same approach to business insurance as we do with family insurance in that we encourage maximum liability coverage to protect your assets. If your plan is for your business to continue after you’re gone, succession planning and life insurance coverage for business loans are essential. Insurance planning for business also helps your company get through economic downturns and other unexpected events that could affect your industry. Additionally, the right health insurance and other insurance benefits help you attract and retain your industry’s top talent. We provide business insurance services for regarding:

  • Buy-Sell Agreements
  • Business Continuation / Succession Planning
  • Key Man / Key Person Insurance
  • Golden Handcuff
  • Employee Benefits
  • Split-Dollar Life Insurance
  • Executive Bonus
  • Non-qualified Deferred Compensation
  • Life Insurance for Business Loans
  • Umbrella Policies

Whether you need insurance coverage for your family, business or both, our insurance consultants at Chandler and Knowles CPAs will help you analyze your current policies and pick the best ones to complement your current assets and ensure you’re prepared for whatever the future has to offer.

Contact Chandler & Knowles CPAs Today

Contact Chandler & Knowles CPAs by filling out our online form or calling 817-430-3000, or visit either of our locations in Flower Mound and Addison, TX. We look forward to helping you with your insurance planning needs.

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Client Testimonials:

"I recommend Chandler & Knowles CPA's without hesitation, and we look forward to working with Rochelle, Kristy and the rest of the C&K staff for another 7 years and beyond!"

~ Tony Rex, CEO of Medical Experts of Texas, P.A./Premier Inpatient Management Services, LLC

They are a great company to trust with all of your tax needs. They are good people and I enjoy my relationship with them. And it truly is a relationship, not just a service I use once a year.

~ Rick Schenck, UPS Business Owner

Great people. Effective. Efficient. Competent. Unlikely you would find a better, or even equal, CPA firm in the DFW Metroplex, and likely in the State.

~ Todd Benton

"The staff at Chandler & Knowles CPAs could not be better! They are always friendly, accommodating, and efficient. Their quick return/response time is greatly appreciated, as customer service is an uncommon practice during this day and time."

~ Tracy Richards