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Sarasota / Lakewood Ranch

life insurance

A financial planner recently shared an interesting story — ultimately related to probate administration — with me. Death benefit assignment can prevent headache She had a new client looking to transfer assets from one financial planning institution to her institution.  This client was a recent widower. His recently departed spouse had a life insurance policy […]

Today is National Insurance Awareness Day, which presents an opportune time to review your coverage and make sure you are not under- or over-insured. Insurance offers security and protection, from providing for loved ones in the event of accident or death to covering losses from medical bills and property damage. It is important to review […]