by Simplified Financial | Jun 1, 2022
In this video, Shelley explains how having no advisor is like having no lifeguard on duty. Shelley explains how having no advisor is like having no lifeguard on duty. Simplified Financial is here to support you. We have wonderful advisors who can help you choose...
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 | Aug 4, 2020
At Simplified Financial, we often hear this: I don’t need insurance. I’m covered under my spouse’s plan.— Common Client Response Many people believe that having coverage under one spouse is enough. However, standard group plans do not always...
by Simplified Financial | Oct 3, 2019
The type of policy has no bearing on the beneficiary designation, whether the policy is Whole Life, Universal Life, or Term Insurance. However, be sure to legibly list the correct names of your beneficiaries on all your group, life, and investment policies. Otherwise,...
