June 25, 2019
Tornado preparedness and safety
In this installment of Disaster Prep, we focus on how to minimize damage to commercial and residential structures in the event of a tornado, including actions to take to stay safe during…
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June 20, 2019
Hurricane preparedness and action plan – for you and your family
In this installment of Disaster Prep, we focus on hurricane preparedness and actions to take to protect you and your family in the event of a hurricane or tropical storm. Be…
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May 8, 2019
What are the six costliest mistakes that individuals make when choosing insurance coverage?
What are the six costliest mistakes that individuals make when choosing insurance coverage? Wilmington Trust’s Brian Oard posed that question during the 2018 Hawaii Tax Institute Conference to David Beeton,…
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May 3, 2016
Top ten errors affecting asset protection
Inadequate liability limits and low home valuations Low deductibles on homes & autos, adversely affecting premiums and claims frequency Multiple agents in various states/insurance program not coordinated, causing coverage gaps,…
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May 3, 2016
What your insurance agent won’t tell you
The Situation As you build wealth, your asset protection plan needs to do more than grow. It needs to evolve. And you shouldn’t expect a mainstream, one-company insurance agent to…
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April 14, 2015
College student and PC exposures
As you prepare to send your child off to college with the latest fashions, state-of-the-art technology, hottest wheels and a passion for social media mingling consider the following exposures to…
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