5 Division Street, Suite A 113
East Greenwich, RI 02818

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Kevin Skaltsis, CFP®, CFEd®

(401) 262-5333

 

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.

 
 
The Other Sure Thing

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Stay Safe with a Business Owner's Policy

Stay Safe with a Business Owner's Policy

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

 

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Variable Universal Life Insurance

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

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

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Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

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Stay Safe with a Business Owner's Policy

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

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

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.

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Dog Bites and Homeowners Insurance

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

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