In the News

Title

Retirees, Schedule an Insurance Audit

Document Type

Article

Publication Date

9-2017

Abstract

A sound retirement plan is like a well-built house: Your savings form a solid foundation; retirement accounts are spacious rooms furnished with a balanced mix of stocks and bonds; Social Security and other guaranteed income provide insulation; and life, long-term-care and other insurance policies keep the rain out. But what if that roof starts to leak?