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Posts Tagged ‘insurance’

How Insurance Can Protect Your Wealth and Legacy

By CCR WM | September 11, 2025

Insurance isn’t just a safety net; it’s a strategic tool for safeguarding your income, assets, and legacy goals.

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Common Misconceptions About Insurance

By CCR WM | September 9, 2025

Misconceptions about insurance can lead to costly mistakes. Let’s set the record straight about a few common myths.

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Insurance Planning and Risk Management

By CCR WM | August 8, 2025

Insurance and risk management are essential tools that enhance estate planning and ensure the long-term stability of generational wealth.

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How Insurance Supports Your Financial Goals

By CCR WM | July 10, 2025

Insurance may not be as flashy as investment planning, but it’s a crucial tool for protecting your income, assets, and legacy.

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Insurance Costs Spike Amid Surge In Natural Disasters

By CCR WM | February 11, 2025

A new Treasury report reveals that home insurance premiums in high-risk areas are averaging $2,321—that’s 82% higher than in lower-risk regions.

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Preserving Your Family Business with Long Term Care Planning

By CCR WM | January 28, 2025

As a business owner, planning for long-term care (LTC) is crucial for protecting your legacy. Consider working with a CCR insurance professional to protect for your family’s business for years to come.

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Considerations During Medicare’s Open Enrollment

By CCR WM | November 14, 2024

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.

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Medicare Open Enrollment Begins With Key Changes Ahead

By CCR WM | November 12, 2024

Medicare open enrollment has begun, and reviewing your coverage is crucial because this year brings significant changes.

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September Is National Life Insurance Awareness Month

By CCR WM | September 5, 2024

September is National Life Insurance Awareness Month – learn more about your options and find the right coverage for you.

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The Value of Insuring Against Life’s Risks

By CCR WM | October 19, 2023

October is Disability Awareness Month, and a great reminder to invest in our families’ future with disability insurance.

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Disability Income Insurance—A Partner When You’re in Need

By CCR WM | July 27, 2023

Disability income protection is often left out of planning; however, it can help fill the void when income stops and bills mount.

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Disability & Your Finances

By CCR WM | July 25, 2023

Rather than depending on social security, consider protecting yourself with disability insurance.

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Permanent vs. Term Insurance

By CCR WM | June 29, 2023

When choosing life insurance coverage, take a closer look at the short- and long-term benefits of permanent vs term insurance.

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Insurance Protection for Life’s Key Stages

By CCR WM | June 22, 2023

Life cycle planning helps individuals and families identify insurance needs that are common to particular stages of life.

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Life Insurance: How Much Is Enough?

By CCR WM | June 20, 2023

When determining the appropriate amount of life insurance coverage for your family, you may want to conduct a “needs analysis”.

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A Quick Look at Your Life Insurance Needs

By CCR WM | March 28, 2023

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.

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The Rationale Behind Permanent Life Insurance

By CCR WM | March 23, 2023

Term insurance premiums can be a significant expense; however, there may be instances where term insurance is the best choice.

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Disability & Business Owners

By CCR WM | March 7, 2023

Learn how disability insurance can help protect you and your business!

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The Need for Disability Income Protection

By CCR WM | May 24, 2022

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?

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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.

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Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. CCR Wealth Management and Cetera Advisors LLC are affiliated. Cetera is under separate ownership from any other named entity.

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