Blog

“Our company and its affiliates are established leaders in the financial services industry. We offer customized guidance and strategies to our clients.”

COVID-19: How it Impacts Life & Disability Income Insurance

I wanted to take the time to answer a few questions about COVID-19 and your life and disability income insurance policies. How does the pandemic impact your life insurance? The coronavirus will have a larger impact on people who are applying for a life insurance policy than those who already have a policy in pla [...]
I wanted to take the time to answer a few questions about COVID-19 and your life and disability income insurance policies. How does the pandemic impact your life insurance? The coronavirus will [...]
Read More

WHY SHOULD I THINK ABOUT MAKING AN ADVANCE DIRECTIVE?

It’s safe to say that when it comes to your own health care, no one knows your medical history, your support system, what works for you, and what doesn’t work for you better than you do.   But suppose -- because of an injury or illness -- that you are no long able to make your own health care decisions.&nb [...]
It’s safe to say that when it comes to your own health care, no one knows your medical history, your support system, what works for you, and what doesn’t work for you better than you do.   [...]
Read More

THINGS YOU MAY WANT TO KNOW ABOUT THE SECURE ACT AND HOW IT MAY IMPACT YOUR RETIREMENT PLAN AND ASSETS

On Dec. 20, 2019, the SECURE (Setting Every Community Up for Retirement Enhancement) Act was passed into law. Two key provisions of the SECURE Act that you should note include: 1. Delays the age for required minimum distributions (RMDs) from 70 ½ to 72. 2. Eliminates the lifetime “stretch” IRA option requir [...]
On Dec. 20, 2019, the SECURE (Setting Every Community Up for Retirement Enhancement) Act was passed into law. Two key provisions of the SECURE Act that you should note include: 1. Delays the age f [...]
Read More

Latest News