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Since 1967 we’ve been putting the needs of our clients first. It’s not just our motto, it’s how we do business.

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Auto Insurance

It gets you from point A to point B, but how protected is your automobile? Auto insurance can include property, liability, and medical coverage, depending on your needs and the state in which you reside. With a well designed policy, you can feel safer on the road, knowing you and your vehicle are protected.

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Life Insurance

Life insurance helps you protect your family and their future in the event of unforeseen death. Depending on the coverage, certain life insurance policies can provide a family financial security, a retirement income stream, and/or cash value you can use when you need it. Whichever coverage you choose, you can feel more confident knowing you’re prepared for unexpected life events.

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Homeowners Insurance

Buying a home is an exciting milestone in life, which is why most homeowners want to make sure that they protect their investment. Homeowners insurance usually includes both damage to property and liability for damage that policyholders may cause to others. Policies can be tailored to your specific needs.

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Download Our Free Fire Safety Guide

Is your family prepared to handle a house fire? Do you know the steps to prevent one? Do you have a go-plan to keep your family safe in the event of a fire emergency in your home? If not, our free ebook can help. Sign up below to receive your copy of “Stop, Drop, and Go: 12 Essential Steps To Keep Your Family Safe from Fire.”

Helpful Content

Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Is Cyber Liability Insurance Right for You?

Is Cyber Liability Insurance Right for You?

Have you heard of cyber liability insurance? Do you need it?

 

How Your Credit May Affect Your Life Insurance Premiums

This article is perfect for helping you explore the surprising connection between your credit score and life insurance costs.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

What is Exposure?

Do you know what Exposure is?

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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If a Tree Falls

This handy video helps you stay prepared in case a fallen tree has damaged your house.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Forecast

Life is as unpredictable as the weather. We’d love to help you prepare.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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