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 […]
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 […]
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 […]
Essential Tips For A Less Stressful Hurricane Evacuation
Hurricane season and stress just go hand in hand. Throw in having to evacuate and it becomes even more overwhelming. Preparation is key. These few tips that you can do now will help in the event you might have to get you and your family out of harm’s way. Not fun to think about but […]
How to Navigate Your New Health Insurance: 3 Practical Tips
In this vlog, we walk you through the essential steps to take when starting with a new health insurance plan. From understanding your policy details and network options to knowing how to use your benefits effectively, we simplify the process so you can feel confident in managing your healthcare coverage. This guide will help you […]
End Life Insurance Application Procrastination Now!
So, if you’ve been putting off life insurance for a while—don’t worry, you’re not alone. I get it, it’s one of those things that’s easy to push aside. But what if I told you there’s a way to make it way easier, even for the biggest procrastinators? Stick around, I’m going to show you an […]
Final Expense Insurance: What Is It, and Who Needs It? 💡⚰️
Ever heard of final expense life insurance and thought, What exactly is that? You’re not alone! Over the years, I’ve had clients ask me everything from the comical to the macabre when it comes to this topic. Simply put, final expense insurance is designed to cover end-of-life costs—things like funeral expenses, medical bills, and other […]
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. […]