Before the Storm: The Insurance Prep Checklist Every Policyholder Needs
Hurricane season doesn’t wait for you to get organized. A little preparation now — before any watches or warnings — can make an already stressful situation dramatically easier to manage. When a hurricane threatens, your to-do list explodes: gas up the car, board the windows, pack the go-bag, figure out where you’re going. The last […]
Back-to-School Insurance Checklist: 4 Things to Handle Before the First Day
Between school supply lists, sports physicals, and getting everyone’s schedules back on track, insurance planning is easy to push to the bottom of the list. But a little prep before the first day can save a lot of stress once the school year is in full swing — especially the first time a kid needs […]
New Service for New & Existing Clients
If you are a client of mine — I have a gift for you. And it costs you absolutely nothing. Here’s the thing most people don’t realize about health insurance. The plan you buy — whether it’s through your job, the marketplace, wherever — it was never designed to cover everything. We’re talking high […]
Don’t Leave Home Without It: What Every Traveler Needs to Know About International Health Insurance
It’s that time of year when the world starts calling. Fabulous overseas vacations — long-dreamed-of destinations, once-in-a-lifetime adventures — are being planned in households everywhere. And with all that excitement comes the less glamorous work: logistics, budgets, bookings. Amid all that planning, one critical decision often gets overlooked. Travel insurance and health insurance are not […]
Why You Should Get Life Insurance When You’re Young (Save Money & Stress)
Thinking about life insurance later? Great — but hear me out: applying when you’re young and healthy often means easier approval, much lower premiums, and one less thing to worry about as life gets busier. In this video I explain the real benefits of applying early, what underwriters look for, and the small actions you […]
5 Tips for purchasing a new health insurance plan
🩺 Open Enrollment is here! In this week’s vlog, I’m sharing 5 key tips for purchasing or renewing your health insurance — from checking your doctor network and prescription formulary to exploring dental, vision, and telehealth options. Plus, a reminder to stay mindful of those Affordable Care Act deadlines so you don’t miss your window […]
Open Enrollment: Time to Review Your Insurance Options
Open enrollment is a great opportunity to reset and reconsider your health insurance needs. Maybe you’re looking to pay a lower premium, or perhaps you want a plan with lower deductibles and copayments. While these are important reasons to review your current coverage, this time of year can also be a chance to explore other […]
Hints for Shopping for Dental and Vision Insurance
Latest VLOG: https://youtu.be/0nMxPKGmnnU When discussing dental and vision insurance with clients, especially those transitioning from group coverage, it’s important to address several key points: 1. Premiums vs. Benefits Ensure clients understand that while many policies may have low premiums, the coverage may not meet their needs. Assess whether the benefits provided justify the cost. 2. […]