9 Rules to Optimizing Your Property & Casualty Insurances

9 Rules to Optimizing Your Property & Casualty Insurances

By: Andrew Rosen, CFP®, CEP® Auto and homeowners insurance are two insurances that are often set it and forget it in an individual’s life.  I understand this isn’t always top of our minds, but we often find people aren’t taking full advantage of their benefits as they...
How Much Life Insurance Do I Need?

How Much Life Insurance Do I Need?

By: Andrew Rosen, CFP®, CEP® It’s a common question:  How much life insurance should I have? The answer; unfortunately, isn’t an exact science. However, I’d venture to say nine out of ten potential clients are underinsured. ...
When to use Term Insurance Versus Permanent insurance

When to use Term Insurance Versus Permanent insurance

By: Andrew Rosen, CFP®, CEP® Many new clients (as well as most everyone else) are underinsured when it comes to life insurance.  Being underinsured is a topic for another blog post.  However, it’s worth mentioning now due to its overwhelming importance. With...