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It's Not Just a Policy. It's Personal.

The insurance market is vast and ever-growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns and no two clients should have the same, cookie-cutter protection solution.

We are [NAME], an independent insurance agency in [CITY] with more than [NUMBER] years of experience building personalized insurance coverage for individuals, families, and professionals. As an independent agency, we are not tied to proprietary products, nor are we limited to sell select policies. Instead, we have access to the top insurance companies in the market. We focus on finding the right policy at the right price that you both need and want.

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Home 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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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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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 comprehensive policy, you can feel safer on the road, knowing you and your vehicle are protected.

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Helpful Content

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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Comparing Mortgage Terms

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Long-Term-Care Needs

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Other Sure Thing

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

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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