Insurance | Kim Erkonen, CFP®, CLU®, AWMA™

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.

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.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Key Moves for Open Enrollment Season

During open enrollment season, choose benefits that align with both major life changes and your overall financial plan.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

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.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Insurance Needs Assessment: For Empty Nesters and Retirees

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

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

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