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
- Property & Casualty Insurance
- Life & Annuities
- Long-Term Care
- Executive Benefits
- Disability
- Health Care Management
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Services
- Risk mitigation and income protection
- Access to a broad network of insurance brokerage partners
- Cost-effective, tailored solutions
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Support
- Expert guidance for navigating policy options and reviews
- Direct collaboration with advisors and business manager
- Ongoing support for 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
