Tips for Buying Travel Insurance

If you are planning a trip, you may be considering travel insurance. Below are tips to help you evaluate your travel insurance needs. Understand the different types of travel insurance - There are three main types of travel insurance: medical coverage, trip protection, and luggage or car rental protection. Medical Coverage - A medical/health policy [...]

By | 2017-11-21T21:33:58+00:00 December 16th, 2013|Insurance|Comments Off on Tips for Buying Travel Insurance

Number of Women Leveraging Life Insurance Ownership Increasing

There is good news in the financial services industry. More and more woman are leveraging life insurance ownership and securing their financial future. Traditionally, women have lagged behind men in life insurance ownership, but the gender gap is quickly closing in. According to a study done by LIMRA, almost 6 out of 10 women owned [...]

By | 2017-11-21T21:33:59+00:00 July 27th, 2013|Insurance|Comments Off on Number of Women Leveraging Life Insurance Ownership Increasing

Five Most Important Questions About Long Term Care Insurance

What is long-term care? Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three (3) levels of long-term care: (1) Skilled care: Generally round-the-clock care that's given by professional health care providers such as nurses, therapists, or aides under a doctor's supervision. (2) [...]

By | 2017-11-21T21:34:22+00:00 July 11th, 2013|Insurance|Comments Off on Five Most Important Questions About Long Term Care Insurance

What a Fee-Based Financial Advisor Can and Can’t Do

While most people know what a fee-based financial advisor is, few know of the full breadth of services that a financial advisor offers. Below I've listed some of the things we as financial advisors CAN do, as well as some of the things we CAN'T do. What a financial advisor CAN'T do (no matter what [...]

By | 2017-11-21T21:34:23+00:00 May 18th, 2013|Financial Planning, Insurance, Investments, Retirement Planning|Comments Off on What a Fee-Based Financial Advisor Can and Can’t Do