Overview

Our goal is to help clients understand and learn more about an ever changing economy and risk environment. Our Learning Center provides information and insights on a variety of insurance subjects.

Why Consider an Independent Insurance Agent?

Trying to decide between a broker and buying direct? Read this article.

Download pdf: independentagent.pdf

Review Insurance Coverage Regularly

Just as you get a physical or bring your car in for regular maintenance, it's important to conduct check-ups of your insurance coverage.

Download pdf: insurancecheckup.pdf

Health Savings Accounts Offer Triple Tax-Savings

HSA accounts have gained in popularity since they were first introduced in 2003. The accounts are designed to help individuals save for medical expenses on a tax-free basis.

Download pdf: hsas.pdf

Cap on Homeowner's Insurance Potentially Problematic

Large insurance companies have begun adding a cap to homeowner's policies  - read more here.

Download pdf: homeinsurancecap.pdf

Home Cost Estimator

Develop a home construction or replacement cost that considers all the important variables: materials used, design features, quality, size, shape, heating, cooling and geographic area.

Home Inventory Software

A complete home inventory can save you thousands of dollars should you suffer a catastrophic loss. Use this free software to begin your home inventory.

Organize Your Insurance Records

The last thing you want to happen after you die is for your beneficiaries to be unable to locate and submit a claim on your life insurance. The Insurance Information Institute provides some good tips for organizing your documents.