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Thanks for visiting our Web site. Our site is where you can learn more about the insurance and investment services you may need. We provide the tools you need to learn about the different types of policies and their benefits, costs, and limitations.

We believe that the best way to help you obtain the right services – at the best possible price – is to help you understand what you need to know about financial services.

Have you ever been curious about what a homeowners’ policy covers? Or whether auto insurance protects the extras you added to your car, like a stereo and alloy wheels? Our Learning Center has answers to questions like these, but it also offers so much more.

Want to find out how long it will take you to pay off that new car you’ve had your eye on? Have you ever wondered how much house you can afford? Check out our Calculators.

Are you curious about whether your new diamond jewelry is covered under an existing policy? Or whether the stuff in your garage is covered if your hot water heater bursts? Check out the Articles.

What’s the difference between comprehensive and collision coverage? See the Glossary.

Once you have an idea of the type of policy you need, visit the Quote Center. We’ll ask you for some simple information and then get back to you with some policy recommendations.

We want your insurance to work hard for you and your family. Let us help you find the right protection while giving you the peace of mind that comes with knowing you are covered.

Thanks for visiting our site. We look forward to working with you.

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How to Make the Tax Code Work for You

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When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

 

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

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The Financial Literacy Crisis

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The Business Cycle

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

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

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

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There are some smart strategies that may help you pursue your investment objectives

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Agent Jane Bond is on the case, cracking the code on bonds.

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When markets shift, experienced investors stick to their strategy.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this hopeful, animated video.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Rightsizing for Retirement

What does your home really cost?

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