CCR Insights

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60

Continue to Care for Your Family: Final Expense Insurance

By CCR WM | March 10, 2022

For those shopping for life insurance and looking for ways to help their family even after they are gone, final expense insurance could be one alternative to consider.

1

NY Executive Order – Insurance & Annuity Extended Grace Periods

By CCR WM | April 14, 2020

A recent Executive Order & amendments extend grace periods and grant other rights under your life insurance policy or annuity contract.

12

Maximizing Health Insurance Plan Benefits

By Michael Rousseau, CFP® | November 1, 2019

Advisor Mike Rousseau discusses ways to make sure you are taking full advantage of your health plan benefits.

47

Think Personal Disability Insurance Isn’t Important for Dentists? Think Again

By Michael Rousseau, CFP® | August 23, 2016

What happens to your family should you become disabled and unable to perform your job as a dental professional? It’s a good idea to buy disability insurance.

48

Top Insurance Strategies For Small Business Owner Clients

By Michael Rousseau, CFP® | June 25, 2016

As financial advisors, we’ve all encountered small business owner clients who are living the American dream.