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Employer-provided health insurance image of senior man and woman giving high-five.

April 26, 2021

Presented By Tom Kennedy, CFP®:  As you approach your initial enrollment period, which begins three months before your 65th birthday, you may have several questions about Medicare enrollment planning if you or your spouse continue to Read More...
Why insurance obtained through work may not be adequate

April 13, 2021

Presented by Ben Murphy, CPA, PFS™: Many Americans go to work every day feeling confident that they are adequately insured. In many instances, that Read More...
Hail Season is Just Around the Corner

January 29, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: In May 2020 alone, hail caused over $1.4 billion in damages around Texas. Hail season normally runs Read More...
How Coronavirus Concerns Are Changing Insurance Underwriting Procedures

April 13, 2020

Presented by Kevin M. Curley, II, CFP®: In response to the spread of COVID-19 in the U.S., insurance carriers are modifying underwriting procedures Read More...
Health Insurance Resources for Laid-Off Workers

April 9, 2020

Presented by Dean Elliott: If you or someone you know has recently experienced a layoff or reduction in work hours, you may be wondering what options Read More...
Long-Term Care image shows calculator and age chart

May 18, 2019

resented by Kris Maksimovich, AIF®, CRPC®: Understanding the long term care underwriting process can help set your mind at ease. While no two cases Read More...