Peace of mind this holiday season
By Martin Hurst, Insurance Service Representative
The agents here at WisMed Assure do not focus solely on revenue, our agents go that extra mile to address individual and specific concerns and provide coverage within each customer’s budgetary needs. By putting clients’ needs first, our agents demonstrate their commitment to providing excellent service and building trust with physicians.
Helping clients with strategies, not just quotes
By Chris Noffke, GBDS, CSFS, Vice President of Employee Benefits
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.
Consolidation leads to $600,000 student loan forgiveness – a case study
By Mark Ziety, CFP®, AIF®, Senior Advisor, WisMed Financial
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.
Nightmare before Christmas success story: cyber hacker stopped
By Shawna Bertalot, CIC, ACI, WisMed Assure President
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. This highly experienced, professional administrator of a 15-physician independent clinic with over 50,000 patient records was facing a situation she had never experienced before.
Finding insurance and financial advisors I trust
By Tim Bartholow, MD
I have several connections to our Wisconsin Medical Society, and I’d like to share some good and bad experiences with on the street financial advising and insurance advising, and how WisMed Financial and WisMed Assure cut through market confusion.
Should I convert my term life insurance policy?
By Tom Strangstalien, Insurance Advisor
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.
Protecting your most important asset can be a daunting task
By Lisa Koerner, Insurance Advisor
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.
Making Part D of Medicare brighter
By Mary Krueger, Medicare Specialist
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). This often coincides with a flurry of research needed and concerns expressed by client recipients and this year was no exception.