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Insurance

Insurance is essential to any financial strategy. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve goals like buying a house or retiring comfortably.

I have access to a variety of insurance products that can help meet your financial needs. No matter your personal situation—if you’re single or in a family; a professional or a seasonal employee; an executive or small business owner—we will work together to design a customized strategy.

Assess Life Insurance Needs

your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances.

Recognizing the role life insurance can play in your family finances is an important first step. A critical second step is determining how much life insurance you may need. 

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What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
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Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.
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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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