Life & Health

Ensuring that the people you love and care for are adequately protected is the most important thing one can do. As you grow, so does the complexity of your personal financial portfolio and the legacy you leave. We invite you to spend some time understanding how you can protect yourself and those around you.

Life (Insurance)

Life Insurance

Life Insurance

As part of any estate planning process, a careful evaluation of life insurance should be considered. Have you evaluated the liquidity needs, loss of income, and tax considerations your family will face?

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Disability (insurance)

Disability Insurance

Disability Insurance

In the tragic situation where someone becomes disabled, how will their earning potential be replaced? How will it impact the family’s financial situation? Are the disability offerings provided by an employer’s benefit plan adequate for your specific needs? For many, the answer is no.

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Individual Health (Insurance)

Individual Health (Insurance)

Individual Health Insurance

Choosing the right health insurance plan can be more confusing than ever. You don’t look forward to using medical care, but when you or a family member is sick or injured, you’ll want to ensure you have the right plan for your situation.

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International Travel (insurance)

International Travel (insurance)

International Travel

What happens if you get sick when traveling abroad? Do you know which doctor to go see? Will your insurance program back in the U.S. to the country you’re visiting? Does the insurer settle payment, or are you paying out of pocket with the hope you’ll be reimbursed?

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Medicare Supplement (insurance)

Medicare Supplement (insurance)

Medicare Supplement

If you are getting close to your 65th birthday, you are likely preparing to enroll in Medicare. Enrolling in Medicare and figuring out how to decrease your out-of-pocket health care expenses can be daunting, but a Medicare supplement plan can do just that—save you money and provide peace of mind.

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