Insurance | Strategic Wealth Specialists

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.

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

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Dog Bites and Homeowners Insurance

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

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

3 Ways to Save Without Tax Deferral

You can save for retirement without deferring your tax bill and without a tax drag. Explore life insurance and Roth vehicles.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

The Pros and Cons of Banking Your Money

Leveraging Whole Life to Pass on Wealth

Using whole life to transfer wealth when it comes to paying estate taxes

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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