Insurance | Precision Financial Planning

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.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

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Stay Safe with a Business Owner's Policy

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

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

When Life Insurance Becomes Taxable

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

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

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Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?