Archives for 2015

Sarasota Manatee Health Insurance Enrollment Off to a Fast Start

The health insurance annual enrollment period is well underway and we are seeing a high number of enrollments in the Sarasota, Bradenton, Ellenton, and Parrish FL areas. This will officially be the third annual enrollment period for Obamacare. Here’s our quick thoughts so far: 1)Prices continue to rise Healthy Americans who don’t qualify for tax credits through the Marketplace are seeing pretty dramatic plan price... Read Article

What’s your health insurance strategy?

With the Affordable Care Act firmly in place and another annual enrollment period starting up on November 1st, we’re amazed at how the changing landscape of health insurance planning affects our clients day to day. We’ve seen hundreds of different types of scenarios and so thought I would share some of the more common ones that we have helped clients work through: -Both husband and... Read Article

Obamacare Lives On

As many of you have probably heard, the Supreme Court ruled recently that it is lawful for states that had not set up their own exchange (like Florida) to use federal subsidies (tax credits) to help citizens pay for their Marketplace health insurance policies. The ruling was critical because if they had ruled against the Affordable Care Act, the whole program would most likely have... Read Article

Leveraging Money with Life Insurance

At the end of 2014, 45% of adults in the US had no life insurance in place. Many times the response to this stat is that young people aren’t getting married as young (or at all) and not having kids (or not as many). While the view is valid in some cases that if you don’t necessarily have people counting on you and your income,... Read Article

Life Insurance-What does it mean for you?

Through our insurance planning practice, we have the benefit of learning what life insurance means for each of our clients, and we are amazed at the excellent vision our clients have when it comes to planning their financial life and the eagerness they have in learning how insurance products and strategies can help them get there. It’s common to have clients looking for death benefit... Read Article