401(k) V.S. Cash Value Life Insurance

2020-03-27T14:39:12-04:00

401(k) Balances are Down but Cash Value Life Insurance Balances are not! With the recent outbreak of COVID-19 coronavirus, the economy and Wall Street are being greatly impacted.  The markets will return, but uncertainty in your retirement or other savings strategies can be balanced with alternative strategies not tied to market performance.  Most are unaware

Get Your Classic Car Geared up for the Season!

2020-03-25T15:10:32-04:00

Spring is here!  The gift for enduring the cold temperatures and weather that winter shares each year is on the horizon.  It’s a time of year many of us look forward to for the warmer weather, longer days, and ability to get outside and engage in activities like golf, tennis, baseball, or even a long

Business Income Losses & Coronavirus

2020-03-25T12:11:43-04:00Tags: |

Most commercial insurance policies cover loss of business income due to a covered peril.  Common examples of perils that can impact business income are fire, lightning, windstorm, etc.   Insurance professionals have been receiving several phone calls from their business clients asking if their policy will cover the loss of business income due to the

Real Estate Market Checklist for Quick Closings

2020-03-25T12:07:28-04:00Tags: |

Spring Real Estate Market Checklist for Quick Closings! With the Spring Real Estate Market in full swing it’s important for buyers to have a check list of everything they need to ensure a smooth and ‘on-time’ closing! Along with mortgage approval, closing costs and pre-paid expenses it is important to get your homeowner’s insurance in

In-House Life Insurance Services

2019-11-18T12:06:23-04:00

In 2018 we welcomed Alex Casella to our staff!  Alex brings several years of financial services experience to our team and is licensed in many different areas of insurance and financial services.  Among the many valuable services Alex provides to clients, he’s proficient and well-versed in life and disability insurance.  Life and disability insurance are