Having an employer-sponsored group plan is a great start to providing coverage for you and your family. It does not hurt that often the company pays a portion of the premiums! However, not every plan offers the same value to you. It is important to check and review...
In this video, Suzanne and Shelley thank you for working with us and wish you and your family a Merry Christmas. Simplified Financial is here to help you and your loved ones. The holiday season can present some financial challenges. We can help! Give us a call! Have a...
In this video, Suzanne talks about what it means to be a late applicant, and how your child can qualify to continue benefits under your plan. Simplified Financial is here to help you and your dependents navigate the overage dependent process. Give us a call! Have a...
Trying to find insurance products and the company that is right for you can be a challenge. That is why there are insurance agents and brokers. What is the difference between the two? Agent: Agents are great if you know the specific product you want. An insurance...
It is fairly common knowledge that a financial advisor’s job is to help their clients manage their money. However, there is more to it than that. What do financial advisors do? Financial advisors help their clients establish and manage their financial portfolios...
Have you ever wondered how a financial advisor gets paid? There are two main methods: fees for services and built-in commissions. Fees for Service In the fees for service method, an advisor might charge a fee by the hour. Built-In Commission A built-in commission...
