The insurance industry has seen a whole new level of conditions that were tested when the coronavirus pandemic surfaced earlier this year. The commercial insurance industry was tested with business interruption not covering business income from pandemics. Some travel insurance companies have terminated sales of trip insurance policies, and
Applying for life insurance has been known to be somewhat of a hassle. The paper application process has been known to be cumbersome and somewhat abrasive when it comes to disclosing personal information and answering health questions. Thanks to modern technology, some life insurance companies have figured out how to
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
The SECURE Act – What is it and will it impact you? December of 2019 brought about the most significant retirement account reform in more than 10 years. The SECURE Act was introduced into legislation and implements changes to retirement accounts and college savings plans. The objective of these changes are to make saving for
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
Final expense insurance is a great life insurance option for seniors. Many seniors take out final expense insurance to ease the financial burdens for loved ones at time of loss. Final expense insurance is unique as it comes in various forms and is generally a permanent life insurance policy, meaning the policy will not expire
