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Life Insurance
Individual life insurance is the foundation of financial security for you and your family.
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Personal Disability & Long-Term Care
Disability Benefits are payments that provide income when you can no longer work due to an illness or non-work-related accident. Long-Term Care provides coverage if you have a chronic illness or disability that leaves you unable to care for yourself for an extended period of time. Both can be an important part of your wealth management.
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News: Benefit News
2024 CAA Compliance: RxDC Report
EFFECTIVE DATE: June 1, 2024 Under Section 204 (of Title II, Division BB) of the Consolidated Appropriations Act, 2021 (CAA),
IRS Warning: HSAs, FSAs, HRAs Can’t Pay for Personal Expenses
The IRS recently issued a bulletin to remind taxpayers that tax-advantaged medical savings accounts, such as health flexible spending accounts
NC Medicaid Expansion
NC Medicaid Expansion to Launch Dec. 1, 2023 Medicaid expansion will allow more people to get health care coverage. The