Blog2017-06-20T12:40:53-07:00

Final Expense Insurance: Is It Right for You?

Final expense insurance is an option you may consider as you organize your retirement details. In the event of your death, having a plan in place can help family members take care of your funeral and related expenses—without financial stress.  But where do you start? There are many options to [...]

June 25th, 2019|Finance & Planning|

4 Quick Tips for Choosing the Right Travel Insurance

Whether you’re planning an educational trip or a romantic cruise, choosing the right travel insurance can feel daunting, from getting car insurance in another country to understanding your travel medical policy’s fine print.  The key is to talk to your carriers and really understand the details of your coverage. Not [...]

June 25th, 2019|Senior Travel|

Senior Educational Travel: 3 Planning Tips for an Amazing Trip

Senior educational travel is on the rise. Travel companies offer world-class learning adventures with expert instructors and guides.  However, before you sign up to walk in the exact footsteps of Lewis and Clark, it’s essential to understand what will make the trip memorable for you. What setting will allow you [...]

May 17th, 2019|Senior Travel, Uncategorized|

Long-Term Care Insurance: 3 Common Misconceptions

Like any insurance plan, long-term care insurance provides financial relief when you need it most. However, long-term care insurance is expensive. Given the expense, people put off buying a long-term care (LTC) policy or even making a plan for their future care needs. But if they do need it (and [...]

May 13th, 2019|Finance & Planning|

Your Term Life Insurance Is Expiring. Now What?

Your term life insurance is about to expire, you’re retiring, and the kids are gone. This is a good time to determine your insurance needs and weigh your options. Here’s how to choose the best course of action for your ending-soon term life policy. Start with these 3 questions: 1. [...]

April 15th, 2019|Finance & Planning|