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Risk Management & Insurance Services

As an independent advisory firm, SABRE Financial Services has access to all major financial carriers in the marketplace and a passion to create tailored solutions. This autonomous point of view gives our clients access to a wide array of tools and strategies to help meet their specific goals based on comprehensive planning and needs analysis.

Personal Risk Management

Life Insurance Planning

SABRE Financial Services tailors policies based on the goals and needs of the client, ranging from survivorship income and estate planning to tax and wealth transfer strategies. These services include:

  • Term Life
  • Universal Life
  • Whole Life
  • Index Universal Life
  • Variable Universal Life
  • Survivorship Life

Disability Income Insurance

Designing, implementing and monitoring a disability policy to protect you in the event of illness or injury can be a complex process. SABRE Financial Services supports our clients by leading this task to ensure the coverage is efficient and suitable.

Long Term Care Planning

Long term care applies to the ongoing care of individuals of all ages who no longer independently perform basic activities of daily living or are diagnosed with certain illnesses such as Dementia and Alzheimer’s. SABRE Financial Services customizes policy features and provisions based on the financial profile and tax considerations of the client.


SABRE Financial Services evaluates and customizes contracts for clients who wish to insure their income or create tax deferred growth beyond their current qualified plan assets via:

  • Fixed Annuities
  • Equity Index Annuities
  • Variable Annuities

Business Risk Management

Multi-Life & Executive Carve-Out Plans

  • Life Insurance
  • Disability
  • Long Term Care

Insurance Based Retirement Plans

Customized design of institutional life insurance policies allows our clients to create Roth like after-tax vehicles. When structured correctly, policy values grow tax-deferred and distributions are made tax-free with the additional benefit of life insurance.

Captive Insurance

There are many ways to transfer manage or retain risk. Captives can be a valuable & creative risk management tool to provide unique coverages for businesses.

Business Continuation Planning

  • Buy/Sell Insurance
  • Key Person Insurance
  • Disability Buyout Insurance