Insurance | Legacy Wealth Strategies

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Financial wellness for everyone: Term life insurance

Learn how simple, affordable life insurance can help boost your financial confidence with these basics.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Tips to convert term life insurance to whole life insurance

A term life policy can be converted to permanent life insurance as protection needs for you and your loved ones change

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Financial confidence boosters for women in midlife

Five things women in midlife can do to help boost their financial confidence. 

What are the important types of insurance to have?

Learn about the most important types of insurance to have to protect yourself, your loved ones, and your legacy.

New year, new beneficiary?

Who will get your assets? The start of a new year is a great time to think about what kind of legacy you want to leave.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

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