Fee-only Insurance

Client Outcomes vs. Compensation Philosophies

The development of commission-free insurance products is a significant step – demonstrating industry alignment with the way clients want to do business.

Pandemic Insurance

Insurance Risk Perception During COVID-19

Risk is presenting itself in new ways. Do you know if the risk would have a low or high impact on your clients' financial plans?


Are Your Clients Adequately Insured?

How often are you checking in with your clients to ensure there aren’t gaps in their insurance coverage?

Long-term Care

Managing Change in Long-term Care

Lately, the only consistent aspect of the long-term care market is change, and in recent years we are seeing that change occur with increasing frequency. One of the most significant changes has been in how we talk with clients about long-term care.