Do you ever ask yourself, “What type of insurance do I need for my business?” “What’s the best auto insurance I can get?” “Am I getting the best coverage for my homeowners insurance?” These questions come up so often in various situations for everyone, and it can be overwhelming and confusing to know what direction to go in.
Even if you’ve been planning your retirement for many years, one major expense can ruin your financial plan. Today, 65-year-olds have about a 70% chance of needing some type of long-term care services in their future.
Whether I’m working with a client to review their life insurance policies or a business owner to offer coverage for their employees, I work with so many different people in so many different situations. No two clients are ever the same, and that’s one of the things I love about what I do.
If 2020 wasn't enough with the negative effects of COVID-19 on our economy, many consumers are likely to change some aspects of their legacy planning based on the SECURE Act (Setting Every Community Up for Retirement Enhancement), which was enacted last year.
