WiserAdvisor > Insurance
Insurance
- Life Insurance Basics
- Disability Insurance
- Long Term Care Insurance
- Medical Insurance and Medicare
- Property and Liability Insurance
Credentials & Designations
- Chartered Life Underwriter (CLU)
- Chartered Property Casualty Underwriter (CPCU)
- Life Underwriter Training Council Fellow (LUTCF)
- Registered Health Underwriter (RHU)
- Board Certified in Insurance (BCI)
Articles and Blog
Featured Articles on Insurance Advisors
- Determining the Right Amount of Insurance for You
- Ruminations on Term Insurance as an Investment
- Permanent Life Insurance Basis: A Forgotten Source of Tax Free Cash
- Disability Insurance: Factors that Affect Your Premium
- Financial Security Now and Later: Are Your Bases Covered?
- Do You Need Disability Income Insurance?
- Top Ten Features of Long Term Care Insurance
- Long-Term Care Insurance: Is It Right for You?
- 60% of the Population will require Long Term Care
- You Can Protect Your Assets from Catastrophic Medical Expenses
- What Are HSAs?
- Medicare Part D Checklist: A Step by Step Process for Making a Decision
- Coverage Above and Beyond
Life Insurance Basics
Disability Insurance
Long Term Care Insurance
Medical Insurance and Medicare
Property and Liability Insurance
Featured Insurance Advisors...
Robert Jung Insurance Advisors from Cincinnati,OH
Welcome to the Crew Capital Management. We believe that "Long-Term investment success" is founded on the following: 1) A potion of your investments need to be in equities (stocks) 2) Your portfolio......
Matt Kay, CFP® Insurance Advisors from San Ramon,CA
“Today’s financial world is a complex one. There’s more information available now than ever before and making sense of it all can be overwhelming and very time consuming. My goal is to give my clien......
Alan Rosenberg Insurance Advisors from Oldsmar,FL
Alan L. Rosenberg & Company is a Registered Investment Adisory Firm. How are we different from advisors who work at a bank, an insurance company or a brokerage firm? And what exactly does it mean to ......
James Rudin Insurance Advisors from Minneapolis,MN
We specialize in helping people get through life's major transitions. This includes retirement, job change, divorce, and loss of a loved one. In each case, we use sophisticated analysis to help ensure......
John Borger Insurance Advisors from Menifee,CA
John believes that security comes from keeping his clients informed. In addition to reducing risk and optimizing performance, John has made his life long goal to help his clients prevent costly finan......
William Callahan, CFP® Insurance Advisors from Omaha,NE
Callahan Financial Planning is an Omaha-based, independent financial planning and investment management company providing a unique form of hourly service financial planning services without salespeopl......
Mark Sudol, CFP® Insurance Advisors from Las Vegas,NV
Company founder and president, Mark J. Sudol, CFP ®, CEP, has been operating as a financial professional since 1983! Mark spent over 30 years serving clients as a representative of two of the largest ......
David Groat Insurance Advisors from Englewood,CO
Groat & Soucie,LLC provides access to investment management and financial planning services to individuals, their families and businesses. Our personalized approach allows us to deliver an unprecede......
Timothy Watters Insurance Advisors from Paramus,NJ
Watters Financial Services is an independent Registered Investment Advisory (RIA) firm since 1989. We are a boutique investment advisory firm offering Wealth Management services to high net worth ind......
John Moore, EA Insurance Advisors from Fremont,CA
Today, virtually all heads of families should carry life insurance. Purchasing individual or family insurance coverage is probably one of the most important financial decisions you will make. A few ba......
J Scott Miller Insurance Advisors from Blue Bell,PA
Blue Bell Private Wealth Management is a full-service fee-only investment management firm located in suburban Philadelphia. For over 39 years, Scott Sr. and his team have been dedicated to helping ou......
Alan McKnight Insurance Advisors from Atlanta,GA
Kays Financial Advisory Corporation (KFAC) is a fee-only wealth management firm located in north Atlanta, Georgia, at the Cobb Galleria Center. Founded in 1985, the firm provides full-time money manag......
Kevin Kennedy, CPA Insurance Advisors from Southbury,CT
Kennedy & Company specializes by providing Wealth and Tax Management services to families with complex planning needs and significant assets, typically in excess of $500,000. We help our clients answ......
Ronald Lottridge, CFP® Insurance Advisors from Denver,CO
Much like building a home - the first step is to create the blueprint. Catalyst Financial Strategies starts with understanding you and your goals and then designing a plan to assist you in accomplishi......
Kent Schmidt Insurance Advisors from Syracuse,NY
Haylor, Freyer & Coon Financial Services is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help grow......
Chris Risher Insurance Advisors from Louisville,KY
You are unique. Your circumstances, responsibilities and goals for tomorrow dictate financial strategies particular to you. Recognizing and utilizing the various financial options available to you tak......
John Finn Insurance Advisors from Middletown,RI
Finn & Rodriguez is an independent wealth management firm. Our mission is to inspire our clients by simplifying the alignment of their financial decisions with their financial goals. We build rela......
Wesley Kotys Insurance Advisors from Valparaiso,IN
At The Kotys Group, it is our belief that families and businesses cannot afford to experience another loss like they did in 2000-2002...or 2007-2009. In a new era of extreme volatility, we pride ours......
Kevin Garrett, AWMA, CFS Insurance Advisors from Atlanta,GA
As an accomplished Financial Advisor with extensive experience also managing both corporate and small businesses, Kevin provides important perspective and counsel to busy executives and entrepreneu......
Tom Cooney Insurance Advisors from Marlton,NJ
We are an independent financial planning firm, committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and underst......
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