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Risk Management Planning

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A family of four standing barefoot on a wet wooden deck overlooking a green landscape, with the man holding a small child and the woman holding hands with a toddler.

Helping you safeguard what matters most, no matter what lies ahead

Effective risk management starts with understanding what could go wrong and how to protect against it. Insurance enables you to transfer certain risks to others, safeguarding your finances, family, and assets from unexpected events. We help you determine the right coverage and secure policies from highly rated insurance carriers, giving you confidence and peace of mind.

We focus on three key areas of risk management planning:

I. Disability Income Insurance

Disability income insurance replaces your income if you’re unable to work due to sickness or injury. For many families, a long-term disability can have an even greater financial impact than death. We help you determine how much income to protect and select the options that best fit your situation.

II. Life Insurance

Life insurance is a way to care for the people and causes that matter most. It can cover funeral expenses, repay debts, fund education, support living expenses, make charitable gifts, or play a role in estate and business planning. Depending on your goals and desired coverage period, we can help you choose among term, whole life, universal life, or variable universal life policies.

III. Long-Term Care Insurance

Learn more about long-term care insurance here.

Protecting your assets and loved ones today creates peace of mind for whatever the future may hold.

Secure Your Financial Future

 Let’s build a plan that protects what matters most.

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Office: (718) 307-3442
RLevi@FidaraFinancial.com

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Our Location

1601 Kings Highway, 2nd Floor
Brooklyn, NY 11229

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Disclosure

Reie Levi is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4047428), CT, FL, IL, MA, ME, NC, NH, NJ, NY, OH, PA, SC, TN, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Reie Levi is licensed and authorized to offer insurance in California, but Fidara Financial may not be. For additional information on California licensure status, please click here.

Reie Levi is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1601 Kings Highway Fl 2, Brooklyn, NY, 11229, 718-307-3442. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, IL, MA, ME, NC, NH, NJ, NY, OH, PA, SC, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Reie Levi is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CT, FL, IL, MA, ME, NC, NH, NJ, NY, OH, PA, SC, TN, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Robert Ostberg is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #4040107), CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, and WV. No insurance business may be conducted outside the states referenced.

Robert Ostberg is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 351 Pleasant St Ste D, Northampton, MA, 01060, 413-586-6725. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Robert Ostberg is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Robert Ostberg is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Fidara Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Fidara Financial nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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