Insurance | Shahzad Ali, CDFA®, CEPA®, CWS®

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.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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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.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Variable Universal Life Insurance

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

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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The Other Sure Thing

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

Stay Safe with a B.O.P. At Your Back

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

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

Dog Bites and Homeowners Insurance

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