Message from IT Manager: “Unusual activity has been detected on your exchange and our files cannot be backed up.” This is not how any clinic administrator or managing partner wants to start their Monday morning, but exactly what happened to a long-time WisMed Assure client last December.…
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Finding insurance and financial advisors I trust
Message from IT Manager: “Unusual activity has been detected on your exchange and our files cannot be backed up.” This is not how any clinic administrator or managing partner wants to start their Monday morning, but exactly what happened to a long-time WisMed Assure client last December.…
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Nightmare before Christmas success story: cyber hacker stopped
Message from IT Manager: “Unusual activity has been detected on your exchange and our files cannot be backed up.” This is not how any clinic administrator or managing partner wants to start their Monday morning, but exactly what happened to a long-time WisMed Assure client last December.…
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Helping clients with strategies, not just quotes
Managing the costs of employee benefits while still providing robust resources for your employees can be a challenge. If your insurance agent just gives you a few quotes to compare, you might not be getting the best plans for your team.…
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Making Part D of Medicare brighter
As many of you on Medicare know, October 15 to December 7 is the Annual Election Period for Medicare Part D and Medicare Part C (Medicare Advantage). …
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Protecting your most important asset can be a daunting task
What is your most important asset? It’s your ability to earn an income. When choosing disability programs to protect your income, there are a number of different companies and benefits. It’s often a task that takes time and research, along with several discussions with an insurance agent. Sometimes, the biggest challenge is finding an agent who is willing to work with you at the times that you’re available.…
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Should I convert my term life insurance policy?
As we celebrate the holiday season, we’re especially thankful for our loved ones. It’s the most popular time of year to reflect on our life insurance needs to determine whether we have the right coverage and enough coverage to protect our loved ones. The most common form of life insurance protection is term life, and a planning tool that often gets overlooked is the potential to convert your term life insurance coverage to some form of permanent life insurance, without any medical underwriting requirement. Unlike term insurance which either disappears or substantially increases in cost at the end of each term, permanent life insurance provides you with the peace of mind of knowing that it will be there for as long as you pay the premiums.…
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Consolidation leads to $600,000 student loan forgiveness – a case study
Good financial planners do much more than help with investments. They look at the entire financial picture, which includes debts too. Today’s case study shows how a unique rule, available until December 31, is facilitating more than $600,000 in student loan forgiveness.…
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Innovation and improvements
June marked my eighteenth year in the insurance industry; my entire career has been focused on employee benefits and helping clients save money and improve employee confidence in benefits. …
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You bet your life
Most of us don’t spend our time concerned about our life insurance because it’s “set up” already through our employer, parents, bank or other sources. Have you really investigated how life insurance works?…
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