Lindell G. Douglas, CFP^{^®}
Managing Partner

(954) 306-8668

Insurance

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 B.O.P. At Your Back

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

Featured Presentation

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Dog Bites and Homeowners Insurance

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

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

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Long-Term-Care Needs

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

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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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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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?

Your DNA Test

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

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Office:	(954) 306-8668
Fax:	954-526-3668