Insurance | Certified Financial Services

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.

Dog Bites and Homeowners Insurance

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

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

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 confidence boosters for women in midlife

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

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

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

How to use insurance in business succession plans

As a business owner, you have a lot on your plate. But planning for your company’s future isn’t something to overlook

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Financial wellness for everyone: Income protection

Help protect your income with disability insurance if illness or injury keeps you from working.

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