Insurance | Keith Epstein, 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.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

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.

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.

Should You Cancel Your Life Insurance Policy?

Before canceling life insurance, understand what you give up, what it could cost later–and what smarter options might exist.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

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