Even in today's high-tech, AI world where robo-advisors and investing platforms make it easier than ever for folks to manage their own financial planning, there is still value in a professional advisor relationship. Someone who knows your personal situation and the...
Insurance
“As long as we have our health…”: a client’s story
Most who are reasonably healthy are thankful for that. There are even several famous quotes such as "your health is your wealth" that speak to the value of having good health. But what if your health became compromised? What impact does that have on your...
Elevating Life Insurance
As we round out the month of September, Life Insurance Awareness Month, we've looked at the basic questions you need to ask yourself to determine if you need life insurance and how much. Of course, talking to a professional can help you get the correct information you...
September is Life Insurance Awareness Month
Life Insurance. Like your automobile and home insurance, it's to cover financial losses in the event of the unexpected. Unlike automobile and home insurance, you'll never see the benefit of the coverage you pay for. Life insurance is not for you. It's for those you...
The reality of disability protection
We all think we’re invincible… that nothing would happen to us, right? As an insurance advisor, I’ve seen my share of clients who dismiss protection only to need it and come back hoping they can still get coverage (hint: they usually can’t, at least not right away)....