Curbing the Cost of Healthcare Shows a Doctor and Nurses in an Operating Room

December 28, 2020

Presented By Tom Kennedy, CFP®: Health care expenses are a major concern for people of all ages, from recent college graduates to those nearing retirement. While it’s impossible to predict how much health care will cost in the future, 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...
Irrevocable life insurance trusts

May 19, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: There are many reasons to own life insurance—as a means to pay off a mortgage, to provide for Read More...
Insuring your business image shows woman with briefcase walking across tightrope

May 17, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Insurance coverage is available for every conceivable risk your business might face. Below, you’ll Read More...
Life insurance underwriting process image shows documents, calculator and pen

May 16, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Understanding the life insurance underwriting process can help set your mind at ease. While no two Read More...
Life Insurance Tax Benefits Hands Holding Globe with Family on it

December 6, 2016

Presented by Kris Maksimovich, AIF®, CRPC®: The primary purpose of life insurance is to provide financial security for families and businesses. But Read More...