Risk Management

Cora Capital reviews how your family is protected against risks such as disability, premature death and unexpected lawsuits. We help you formalize a plan to safeguard your family and your assets, in addition to helping you to understand when and how to use insurance to achieve your goals.

Insurance

Cora Capital Advisors’ independent status ensures that clients you have access to a broad variety of insurance products that can help meet your financial security planning needs. No matter your personal situation—Cora Capital can design a customized plan to meet your precise needs.

Life Insurance

As a tax-free lump-sum payment, life insurance can pay for final expenses and debts, as well as provide income for the your dependents. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve goals such as buying a house or retiring comfortably.

Disability Income Insurance

What would happen if you suddenly lost your income stream through a long-term illness or disability? Long-term care and disability insurance products help you maintain your financial independence, lifestyle and your family’s long-term financial security in the event your income is impacted by disability.

Health and Dental Insurance

Cora Capital Advisors helps you choose a health and dental plan that can help cover out-of-pocket medical and dental expenses for you and your family. These plans are designed to provide various levels of enhanced healthcare protection, depending on your needs.