Our Approach to Risk Management
from FIN-LYT by EWA® Hosted by EWA LLC
In this episode of FIN-LYT by EWA, Matt Blocki is joined by Jimmy Ruttenberg and Allison Quatchak, who recently joined the EWA team to bring risk management in-house and provide the best service available for clients. They dive into Risk Management 101, breaking down why EWA made this move, how it fits into a comprehensive financial plan, and what clients need to know when reviewing their coverage. The conversation covers the key factors in assessing risk management needs, common mistakes that leave families exposed, and how the underwriting process really works—from medical exams to financial assessments. With real stories of families who benefited from proper planning—and those who faced hardship without it—this episode highlights why risk management isn’t just about protection, but a critical part of long-term financial security. Connect with EWA https://ewa-llc.com/ https://www.instagram.com/ewa.llc/ https://www.linkedin.com/company/equilibrium-wealth-advisors/ https://www.facebook.com/EquilibriumWealthAdvisors/ View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977
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