by Simplified Financial | May 2, 2022
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...
by Simplified Financial | Sep 1, 2021
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...
by Simplified Financial | May 3, 2021
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...
by Simplified Financial | Apr 1, 2021
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...
by Simplified Financial | Mar 1, 2021
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...
by Simplified Financial | Jan 11, 2021
Why are financial reviews important? Financial reviews keep the flow of communication between you and your financial advisor. Financial reviews are important to: Update changes to your account and policy informationAdvise you of new products and services that may...
