Insurance | Gregory Porath, CFP®

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.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

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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.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. 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.

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

How Insurance Can Benefit Your Business

Certain kinds of insurance plans can be a valuable strategy to enhance benefits and ensure the longevity of your business.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

How Much Life Insurance Do You Need?

Providing for your family’s future is a huge priority. This guide can help you decide just how much life insurance you need.

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