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  • A Boutique Disability Insurance Brokerage Firm Specializing in Service, not Spreadsheets

Blog

Digital art of a lawyer standing next to a large document and gavel.
Tara Becker | Jun 19, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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Watercolor style picture of 5 carrots sprouting from the ground.
Tara Becker | Apr 2, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Tara Becker | Feb 7, 2023

DInamic Cornerstone Income Protection - New from Ameritas

Disability Insurance
Insurance
While some companies are leaving the DI market, or have been reducing compensation to agents, Ameritas is reaffirming their place in the market by introducing
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Tara Becker | Jan 20, 2023

Principle DI Agent Compensation Changes for 2023

Disability Insurance
Income Protection
Risk Management
Education
Principal Financial recently announced Agent/Broker DI compensation changes starting in 2023. What does this mean for you, the agent?
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financial professionals
Tara Becker | Sep 20, 2022

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
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Group exercise class in gym.
Tara Becker | Jun 18, 2022

How to Keep Your Life Insurance Costs Down

FINRA Reviewed
Insurance
Risk Management
With rates as low and competitive as they have ever been, it’s as close to a “buyers” market in life insurance as you’ll see.  Still, in these cash-strapped
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A white house.
Tara Becker | May 18, 2022

Protecting Your Biggest Asset

Insurance
Life is full of risks, and people make decisions everyday that require weighing those risks against their ability to protect themselves using their own
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Dandelion blowing in the wind.
Tara Becker | Apr 18, 2022

Insurance Made Cheaper Through Telematics

FINRA Reviewed
Insurance
The car insurance bill arrives and yet again you let a deep sigh—all things considered the rate is way higher than it should be. You’re a considerate, cautious
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Paper report.
Tara Becker | Mar 18, 2022

Making Sense of Whole Life Insurance Premiums

Insurance
Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule.
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Doctor visit.
Tara Becker | Feb 18, 2022

Helpful Life Insurance Advice You Can Use

FINRA Reviewed
Insurance
Few consumer products are the object of a love/hate relationship as life insurance.  The thought of buying life insurance is not something that most physicians
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Tara Becker | Feb 9, 2022

Effective Immediately: Ameritas Increases DI Benefit Amounts

Disability Insurance
Ameritas has made underwriting changes to it's EZ App requirements, increasing the age and benefits amounts. The maximum individual and employer paid issue
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Handshake
Tara Becker | Jan 18, 2022

Biggest Misconceptions About Business Insurance

Insurance
Business owners have a tremendous opportunity to generate significant rewards from a business in which they have invested heavily. However, as with any
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P.O. Box 1317 
Powhatan VA 23139

 

Phone: 804.560.5343
Fax: 804.560.5348
protect@formanassociates.com

   

 

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