Insurance Articles and Resources

Below is a series of articles on a variety of topics, from choosing life insurance to an overview on Social Security:

--Read this Wall Street Journal reprint called "Back to Basics", in which basic, “vanilla”, strategies are described as the new world of wealth management.”

-- AM Best asked to speak with Managing Director, Brian Large, recently about annual reviews. Read this reprint of the resulting article which shares why meeting regularly with a Financial Advisor can help clients achieve their financial goals through changing market and personal conditions.

-- Everyone should know their chances of not being able to earn an income. That’s what your Personal Disability Quotient (PDQ) calculates - your own chance of being injured or becoming ill that could force you to miss work for an extended period of time. Use this tool from the Council for Disability Awareness to find out your number.

--Read the article "What Goes Around...", which shares the history of Whole Life insurance and why the author believes it can help an individual stand the test of all market conditions

--Whole Life Insurance to help you insure against recession - Insuring Against Recession.pdf

-- How to help a loved one with Alzheimer’s Disease alzheimers.pdf

-- What you need to know about care giving Being A Caregiver.pdf

-- Choosing the right Long-Term Care Insurance Choosing LTC.pdf

-- Choosing life insurance Life Insurance.pdf

-- Disability Income Insurance and why it’s so important Disability Income Insurance

-- A checklist: what you need your survivors to know Survivors’ Checklist.pdf

-- What to look for in a nursing home Nursing Home Checklist.pdf

-- A technical guide to whole life insurance Whole Life Guide.pdf