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

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

Seniors | Concerned about final expenses?

2019-03-11T13:52:23-04:00

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