Life Insurance

September 2, 2020
life insurance

Spoken to Your Life Insurance Broker Lately? If Not, You Should.

You may think of life insurance as a “one and done” type of deal. You meet with a broker to discuss your goals and beneficiaries, attain coverage and pack the policy away in your fire safe. However, life insurance is actually something that should evolve along with what it covers – your life! Too often we have clients who come to us with old policies that have not been serviced by their original broker. This lack of communication over the […]
May 27, 2020
life insurance

What You Need to Know to Purchase Term Life Insurance These Days

One thing we have all learned over the last few months is that life can change drastically in a very short time. It may be that you have been contemplating ways to protect your assets and loved ones if something else unexpected were to happen. Life insurance was created to do just that, so it may be a good idea to review your policies. However, just like everything else during the pandemic, the industry has changed. Below we offer some […]
February 28, 2020
personal insurance

Downsizing? Don’t Forget About Changing Your Insurance Coverage Too

Each cycle of life brings its own considerations when it comes to protecting your assets. If you are considering downsizing, you will want to talk to your insurance broker about what that change will mean to your insurance coverage. Whether you are buying a smaller home or renting, or selling valuables or gifting them to family, this new phase also brings new situations to consider. Renting vs Buying a Smaller Home If you are like our typical clients, you are […]
March 4, 2015
Man and his child, Life Insurance Policy Changes Wharton Insurance

Does Your Life Insurance Policy Really Cover What You Think It Does?

Many years ago you did good thing by purchasing life insurance to protect your family and your assets. However, do you know if the coverage and value of that policy are still valid today? Changes in your life over 40, 20 or even 10 years can greatly affect your insurance policies. Did you know that the typical person purchases life insurance seven times in their lifetime? These reevaluations allow your policies to reflect changes in life style, marital status, cost […]
January 28, 2015
life insurance

How to Ensure Your Beneficiaries Receive the Benefits of Your Life Insurance Policies

There is one thing in life you can count on – unexpected things happen. When they do, our lives and the lives of our loved ones can get hectic. Fortunately, you have taken the step to protect your family by investing in life insurance. However, how do you know that your policy will work as expected? Does anyone but you know about your insurance policies? It is important to organize your policies for your family. We have run into many […]
December 10, 2014
life insurance for businesses

What Happens to Your Business if Something Happens to You?

You are the leader of your organization, the one who sets the direction and ensures that everyone stays on course. Even if you have created a talented team for support, your organization still needs a captain at the helm. So what happens if you are no longer able to lead? For the health of the business you have worked so hard to build, you need a plan in place. Life insurance is commonly included in business succession plans as a […]
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