Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

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Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Life insurance is the cornerstone of financial planning

Life insurance is the gift of security for your family when you are no longer around to provide for them. In fact, proper coverage is a cornerstone of a family’s financial plan, yet many households are under insured. Is yours one of them? Let’s talk about your life insurance needs and take steps toward protecting your family. Call my office or simply reply to this email to schedule a meeting.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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