Focus Risk Solutions
Insurance & Risk
Focus Risk Solutions assists advisors’ and business managers’ clients with their insurance needs, from annuities and long-term care to executive benefits and disability.
Our Approach
A comprehensive financial plan doesn’t stop at wealth accumulation—it must also address wealth preservation. We partner with advisors and business managers to deliver tailored insurance and risk management solutions that align with clients' financial goals. Whether it’s securing cost-effective solutions, navigating policy reviews, or comparing coverage options, our team works alongside advisors and business managers to help their clients.
Tailored Solutions
Clients’ financial needs are as unique as their personal stories. That’s why our solutions are flexible, customizable, and designed to address advisors’ and business managers’ clients’ immediate priorities and long-terms goals. We work closely with advisors and business managers to problem-solve, educate, and provide solutions that support their clients now and in the future.
Harnessing the Collective Power of the Focus Partnership to Benefit Clients.
We and our network of insurance brokerage partners offer individual and business insurance solutions for advisors’ and business managers’ clients at every stage of their lives.
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Solutions
Focus Risk Solutions offers a comprehensive suite of solutions, including Property & Casualty Insurance, Life and Annuities, Long-Term Care, Executive Benefits, Disability Insurance, and Health Care Management.
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Services
Focus Risk Solutions provides risk mitigation and income protection services, offering advisors and business managers access to a broad network of insurance brokerage partners with cost-effective, tailored solutions.
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Support
Focus Risk Solutions helps clients make informed decisions by guiding them through policy options and reviews. They work directly with advisors and business managers to address both immediate needs and long-term goals.
What Focus Firm Advisors Are Saying
Focus Risk Solutions has been instrumental in reviewing and optimizing U.S. life insurance strategies for our cross-border clients. Their expertise in evaluating policies for cost efficiency has helped us provide flexible solutions without sacrificing the coverage needed to protect our clients and their families.
The team’s professionalism, depth of knowledge, and experience in the insurance industry make them an invaluable partner, whose services we highly recommend to other Focus firms and their advisors. Their nationwide network of product specialists has also enhanced our ability to meet our clients' diverse needs by maintaining adequate coverage while improving their financial well-being.
– David Catania, Cardinal Point, Focus Partners Canada, January 2025