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The insurance audit is a detailed breakdown of the family’s or personal inheritance, the income, expenses, financial obligations and the evaluation of the risks that might affect our future, to recommend the adequate and feasible tools that will guarantee our short, medium, and long term objectives.
Objective:
- To make our clients aware of the real value of their inheritance and how to protect it, making or updating the inventory of personal or family actives.
- To plan the Personal and/or Family Financial Future that will allow us to administer a family budget of income and expenses to control and manage our future plans.
- To advise and recommend our clients the existing financial services in the national or international market that will guarantee the future plans and will back up the family inheritance
Services
All the results and recommendations are presented in a graphic and comprehensive manner that includes:
- Detailed listing of Personal Actives: This allows us to give our client the real value of their possessions.
- Evaluation of the Risks that might involve the actives: This allows us to evaluate and measure the tangible or not tangible risks, evaluate and measure the probable and possible lost and implement control measures and prevention of risks.
- Personal Financial Analysis: This allows us to be familiar with the financial conditions of our clients, income, expenses, financial debts, savings and investments plans.
We recommend the viable financial elements to: ensure the family inheritance according to the identified needs, the risk we may cause to third parties and guarantee the economic future of the family consolidating it within the family’s budget
Insurance Programs:
- Life
- Hospital
- Mixed Home
- Fire (Bulding)
- Jewelry and Work of Arts
- Automobile
- Recreational Automobile
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