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Frequently Asked Questions

Insurance FAQs

You've got insurance questions, we've got answers.

What is insurance coverage?

Insurance coverage means having financial protection for unexpected events like accidents or illnesses. It provides support to help you or your loved ones manage costs when things go wrong.

What are the different types of insurance?

Insurance comes in many forms to cover different needs. Life insurance supports your loved ones financially if you're gone. Health insurance helps with medical costs. Disability insurance provides income if you can't work due to illness or injury. Homeowners and auto insurance protect against damage or loss to your property and vehicle. Business insurance safeguards your company from various risks. Each type plays a crucial role in managing specific risks and ensuring you’re protected in different areas of your life. One of our Advisors will help you find the right protection.

What are the benefits of insurance?

Insurance helps protect you from financial losses. It gives peace of mind by ensuring you and your family are covered, helps safeguard your business, and secures your assets.

How do I know what type of insurance is right for me?

One of our Advisors will talk with you about your needs and goals. They’ll recommend the best insurance options for your situation.

How can I get a quote for insurance?

Fill out our online form, and one of our Advisors will contact you to provide a personalized insurance quote.

Investment FAQs

Your Top Investment Questions Answered for a Confident Start

How much money do I need to start investing?

You don’t need a lot of money to start. Many investments have low minimums, and one of our Advisors can help you find options that fit your budget.

Do I need a separate investment account if I have a 401(k) at work?

You might benefit from having an additional investment account. While a 401(k) is good for retirement, other accounts can help you diversify and meet different financial goals.

What are the best types of investment products?

The best investments depend on your goals and how much risk you’re comfortable with. Options include stocks, bonds, mutual funds, ETFs, and annuities. One of our Advisors will help you choose what’s right for you.

What tax-advantaged investment options are there?

There are accounts like IRAs and 401(k)s that offer tax benefits. These options can help you grow your money while saving on taxes.

Can I get personalized investing advice if I only have a small amount to invest?

Yes, you can. One of our Advisors will give you tailored advice to help you invest wisely, no matter how much you have to start with.

Are investment accounts protected if a firm fails?

Yes, investment accounts are generally protected. For example, the SIPC helps protect your account if a firm goes under, though it doesn’t cover losses from market changes.

What is an annuity, and how can it benefit me?

An annuity is a type of investment that pays you a regular income, usually for retirement. It can help provide a steady income and manage investment risks.

What should I consider when choosing an investment?

Think about your financial goals, how much risk you’re comfortable with, how long you plan to invest, and your current finances. One of our Advisors will help you consider these factors to make the best choice.

Protect Your Family, Business, and Your Future

Ensure the safety and well-being of what matters most to you with our comprehensive protection solutions. We help you safeguard your family's financial security, secure your business against unforeseen risks, and plan for a prosperous future. With our tailored coverage, you can have peace of mind knowing that you’re prepared for any challenge and positioned for long-term success.