Long-Term Care
Did you know 70% of people over age 65 will need some form of long-term care? Find out how to prepare. Read more >>>
Did you know 70% of people over age 65 will need some form of long-term care? Find out how to prepare. Read more >>>
Read about the various retirement strategies we make available to our clients. Read more >>>
Fill the gaps in your major medical plan and avoid unnecessary financial strain. Read more >>>
More videos to come! Recently, we released our Medicare in Two Minutes video to help you get a comprehensive overview of how Medicare works without having to sift through piles and piles of information. This approach to sharing information (quick, fun, and to-the-point) was hugely effective and really well received. Because of this, we’ll continue to make videos that have the same quality and focus on providing you with the information you… Read more >>>
The Congressional Budget Office released budget projections this week re-confirming its previous estimates that Obama’s healthcare overhaul will reduce the federal deficit over the next decade. The law, which will extend healthcare coverage to 92% of Americans, is projected to cost $1.2 trillion over the next decade. The funds to pay for the expansion come from a series of spending cuts and tax increases built into the law, rather… Read more >>>
Many of us set money aside every year in IRA’s, 401k's, and pension plans, hoping that when we retire, there will be a large enough nest egg to live a happy, comfortable retirement. But how do you know if your retirement savings will be enough? And how do you know if you’re saving it in the right spot? We are excited to share with you our Retirement Income Report, which answers all of those questions and more! The report is… Read more >>>
Life insurance. What’s it for? The majority of people surveyed in “The Voice of the Life Insurance Consumer” by Deloitte Research say it is “to help pay for your family’s living expenses when you die.” Followed closely by “to help pay for mortgage and other debt,” and then “to provide for your family’s long-term financial security.” As it turns out, the majority is right… Read more >>>
Whether you are considering an annuity, universal life, or other cash value insurance product, there are three ways interest is credited to your account: fixed, indexed, and variable. The fixed strategy uses a set interest rate determined by the insurance company. An indexed strategy uses a market index (such as the S&P 500) and will credit your account based on the performance of that index. It also comes with the downside… Read more >>>
The New York State Department of Financial Services recently uncovered $262.2 million in unpaid life insurance benefit for nearly 33,000 people nationwide. The unpaid benefit money was a result of life insurance beneficiaries either forgetting to file a claim after a loved one died, or simply not knowing the life insurance policy existed at all. During the investigation, authorities found that although life insurance companies receive a… Read more >>>
Congratulations, you found our new website! We’ve completely redesigned and restructured our website to become a one-stop resource for all your insurance questions. We’ve created a growing, online collection of information for you where you can find easy-to-understand explanations on a variety of insurance topics. Take a look at some of the new features you’ll find on the site. What you will find. Goose U: Short for… Read more >>>