The Life Insurance Riddle

March 28, 2016 · Rod Diaz

One of the perks of being a financial advisor is that you get to share in the dreams and passions of your clients. You get to celebrate the milestones with them and, from time-to-time, you get to share some of... Read More →

Déjà Vu Again

January 18, 2016 · Brad Foster

As 2016 gets underway, January ushered in what is becoming the traditional market decline of the New Year. The S&P 500 was down at least 3% in the prior two years, and, not unlike the preceding years,... Read More →

Expect the Unexpected with Long Term Care Insurance

January 22, 2013 · Deborah A. Moses

I recently learned that two-thirds of the new claims under Long Term Care policies are made by women. The largest claim ever made as of 2011 was for a woman who had been receiving care for almost 15 years... Read More →