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Insurance Planning

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medical providers looking at a patient’s health care coverage on a clipboard

How to Maximize Your Health Coverage

It’s challenging to balance each cost and risk associated with health care. Learn how to leverage coverage optimization for the right level of protection. Health care costs are one of the biggest expenses for Americans. The average annual spend for an individual is about $13,500, and health care spending makes up around 17% of the gross domestic product.  Needless to say, you should do everything you can to maximize your protections while...

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A couple going over insurance coverage options together at home

An Introduction to Insurance in Financial Planning

Insurance coverage can help you safeguard several different areas of your life moving forward. Find out how to assess your needs. You never know what the future holds. But you know you need to take all the available steps to secure your investments and protect your family’s legacy against whatever comes. When you’re creating your comprehensive financial plan, consider how insurance plays a role. Insurance, including annuities, can protect against various risks...

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