Insurance | Central Coast Financial Management

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

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Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

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