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 are the same, preparing for required interviews and exams, as well as the potential for Read More...
Life insurance underwriting process image shows documents, calculator and pen

May 16, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Understanding the life underwriting process can help set your mind at ease. While no two cases are the Read More...
Data breach image with hands on computer screen

April 26, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: As you’ve likely read in the headlines, many companies have been victims of data breaches in recent Read More...
Color of Risk Tolerance and Perception

January 16, 2019

By Kris Maksimovich, AIF®, CRPC®: During periods of market volatility like we’ve seen lately, it’s important for investors to understand their Read More...
Stock Market Drawdown with Downward Arrow over Pile of Dollars

December 28, 2018

Presented by Kris Maksimovich, AIF®, CRPC®: As we approach year-end, the market continues to drop. Plus, the major U.S. stock market indices are Read More...
Cybersecurity image with credit cards

November 29, 2018

Presented by Kris Maksimovich, AIF®, CRPC®: As we learned from the Equifax breach in 2017, we can fall victim to identity theft through no fault of Read More...