Posts Tagged ‘insurance’
Considerations During Medicare’s Open Enrollment
How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage.
Read MoreMedicare Open Enrollment Begins With Key Changes Ahead
Medicare open enrollment has begun, and reviewing your coverage is crucial because this year brings significant changes.
Read MoreSeptember Is National Life Insurance Awareness Month
September is National Life Insurance Awareness Month – learn more about your options and find the right coverage for you.
Read MoreThe Value of Insuring Against Life’s Risks
October is Disability Awareness Month, and a great reminder to invest in our families’ future with disability insurance.
Read MoreDisability Income Insurance—A Partner When You’re in Need
Disability income protection is often left out of planning; however, it can help fill the void when income stops and bills mount.
Read MoreDisability & Your Finances
Rather than depending on social security, consider protecting yourself with disability insurance.
Read MorePermanent vs. Term Insurance
When choosing life insurance coverage, take a closer look at the short- and long-term benefits of permanent vs term insurance.
Read MoreInsurance Protection for Life’s Key Stages
Life cycle planning helps individuals and families identify insurance needs that are common to particular stages of life.
Read MoreLife Insurance: How Much Is Enough?
When determining the appropriate amount of life insurance coverage for your family, you may want to conduct a “needs analysis”.
Read MoreA Quick Look at Your Life Insurance Needs
How much life insurance is enough? A general rule of thumb is to implement a “needs analysis”, then design a plan to ensure that money will be available to meet those objectives.
Read MoreThe Rationale Behind Permanent Life Insurance
Term insurance premiums can be a significant expense; however, there may be instances where term insurance is the best choice.
Read MoreDisability & Business Owners
Learn how disability insurance can help protect you and your business!
Read MoreThe Need for Disability Income Protection
The best way to protect yourself from the financial harm that a disability can cause is to purchase disability income insurance. But where do you start?
Read MoreNY Executive Order – Insurance & Annuity Extended Grace Periods
A recent Executive Order & amendments extend grace periods and grant other rights under your life insurance policy or annuity contract.
Read MoreMaximizing Health Insurance Plan Benefits
Advisor Mike Rousseau discusses ways to make sure you are taking full advantage of your health plan benefits.
Read MoreLife Insurance
Advisors Tom Neilan discusses different types of life insurance and when they are appropriate pieces of a financial plan.
Read MoreCCR Group Health & Life Insurance Process
Our five-step process: We provide the framework and the solutions to help you select flexible, cost effective group health and life plans that provide the best possible coverage.
Read MoreThink Personal Disability Insurance Isn’t Important for Dentists? Think Again
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.
Read MoreTop Insurance Strategies For Small Business Owner Clients
As financial advisors, we’ve all encountered small business owner clients who are living the American dream.
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