Resources

These resources are informational pieces only and should not be considered a solicitation nor should any action be based solely on them. The information contained in this section has been obtained from sources believed to be reliable but are not necessarily complete and the accuracy cannot be guaranteed.

This content should be used for information purposes only. Investors should contact us before acting on any of this information to seek our financial advice on their specific situation and the appropriateness of the actions for them. It does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person.

Please contact us to discuss any information contained in this section, or in the case of tax information, your local tax advisor, as it is not our position to offer legal or tax advice.

Recent Articles

Disability Income Insurance: Your "Partner" in Need

The possibility of sustaining a long-term disability from an accident or illness is something most of us would rather not contemplate. However, there is a way to protect you and your family should you lose your ability to earn income. Disability income insurance can...

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How to File an Insurance Claim

Insurance is like a fire extinguisher. You sleep comfortably, knowing it's there, but you hope you'll never have to use it. If you do need it, however, it's helpful to know what to do. For a claim under any insurance policy, step number one is to notify your insurance...

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Minimize Teen Driver Insurance Costs

One of America's great rites of passage - a teenager getting his or her driver's license - also brings with it an increase in the cost of insurance for the family car(s). That increase can often be as much as double (or in some places, even triple) the current rate....

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Variable Universal Life – Insurance for the 21st Century

Many individuals view life insurance as a means of providing a financial "safety net" for loved ones after the family provider is gone. While correct, this view may be limited when one realizes that insurance companies work to continually enhance their offerings to...

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What We Take for Granted

Daily family life means the mortgage gets paid ... clothes and groceries are bought... and summer vacations are taken with family and friends. All this is part of what many of us take for granted every day of the week. However, there are two important financial...

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Why You Need Life Insurance

Many people often ask "Who needs life insurance?" Another way to phrase the question might be "What can life insurance help me accomplish?" When viewed as a planning tool, life insurance can be used to help you achieve a variety of important financial objectives....

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Financial Glossary