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When was the last time you looked at your life insurance and annuity policies?


Don’t worry, most people forget that things like beneficiaries and coverage amounts need to be reviewed and updated over time because life happens. As things change in your life it is important to review your policies and be sure that they are still in order. We will be happy to help you review your current policies or help you determine whether or not a new policy would be in your best interest.

We are independently licensed insurance agents who are licensed to work with life insurance, annuities, long term care and Medicare. And because we work under the RIA umbrella to, we act as fiduciaries. That means we are obligated to act in your best interest and honestly assess whether a policy is good for you.

<p>A Look at Whole Life Insurance</p>

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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<p>Assess Your Life Insurance Needs</p>

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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<p>Extended Care: A Patchwork of Possibilities</p>

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
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<p>Money that Buys Good Health is Never Ill Spent</p>

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.
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