Services

Why Risk Management?

Our mission is to serve advisors in areas of retirement planning which may not be addressed by AUM alone. We provide customized retirement strategies and financial insurance options to help you achieve your clients’ long-term goals so they can enjoy a more secure retirement. Asset protection and risk management strategies can help keep your clients protected—and keep retirements on track through market downturns. There is no reason to send retirement or financial insurance business to another firm or insurance agent when you can handle all of this yourself with our assistance, with no additional overhead.

Retirement's Five Major Risks

Retirement assets can be exposed to five major financial risks:

  • Market Risk
  • Inflation
  • Taxes
  • Longevity / Survivorship
  • Risk Medical / Long-Term Care Expenses

We can help reduce these risks for your clients through a wide range of services.

Why Risk Management?

Our mission is to serve advisors in areas of retirement planning which may not be addressed by AUM alone. We provide customized retirement strategies and financial insurance options to help you achieve your clients’ long-term goals so they can enjoy a more secure retirement. Asset protection and risk management strategies can help keep your clients protected—and keep retirements on track through market downturns. There is no reason to send retirement or financial insurance business to another firm or insurance agent when you can handle all of this yourself with our assistance, with no additional overhead.

Retirement's Five Major Risks

Retirement assets can be exposed to five major financial risks:

  • Market Risk
  • Inflation
  • Taxes
  • Longevity / Survivorship
  • Risk Medical / Long-Term Care Expenses

We can help reduce these risks for your clients through a wide range of services.

Southport Capital Risk Management

Services

Social Security Optimization

Think your clients understand their Social Security benefits? They don’t, they need your help. You can provide the strategies needed to help them maximize their benefits.
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Retirement Planning

Once their employment paychecks stop, don’t leave your clients confused about how to withdraw funds to live on. And what if a stock market downturn happens early on?
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Income Strategies

Guaranteed lifetime income strategies can help your clients maintain their lifestyles throughout retirement. And you’ll be their hero while the rest of their portfolio grows.
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Investment Strategies

Investing is about proper planning to help ensure your clients achieve their financial goals: retirement, paying for college, or other lifestyle choices along the way.
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Annuities

Learn how today’s annuities can help clients with guaranteed income, protect against market loss, deliver the potential for market growth and offer optional riders for more.
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Tax Planning

Understanding how tax strategies can be used to manage taxes should be a major part of any reliable financial approach—particularly in retirement. Offer them more options.
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Insurance Reviews

Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your clients’ strategies, and give you a reason to meet with them to help.
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Life Insurance

Offer your clients reliable insurance strategies to help protect their families from the financial consequences of major life events. Don’t send this life insurance business away to others.
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Long-Term Care

Chances are your clients will live well into their 80s or 90s, or longer. Forget about traditional LTC, today’s long-term care hybrid options are no longer “use it or lose it.”
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Estate Planning

Transferring wealth to heirs or charities in the simplest and most tax-advantaged manner is the goal of many clients. Don’t leave them on their own to figure this out; we can help.
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Medicare

We have an entire Medicare division with in-house experts to find the Medicare supplemental and Advantage policies best suited to your retirement clients’ needs. Keep them in house.
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Bond Alternatives

You may have been trained to believe that bonds are the only strategy for the fixed portion of your retirement clients’ portfolios. We have options to that so you can diversify to a greater degree.
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