Surf Financial Brokers

Being a real estate agent can be a physically demanding job. From walking through properties to the constant travel between open houses and ...

As a self-employed individual, y ou enjoy the freedom and flexibility that comes with being your own boss, but with that freedom comes resp...

We can presume that most of us enjoy earning a living, getting a paycheck (nowadays direct deposit is the norm) and having some discretionar...

As the holidays approach, the idea of taking care of our family means more to us. Having our loved ones get together for a nice meal and gif...

There has been a lot of talk on the news and social media about the labor shortage that we are having in our country of late. Despite what s...

At Surf Financial Brokers, we really do enjoy helping owners of small businesses, entrepreneurs, sales professionals and otherwise self-empl...

There are times in our lives when we need to start looking at purchasing a life insurance policy. These are events that can make a differenc...

Every once in a while I will be having a conversation with someone who wants to know if it is possible to insure someone else, like an acqua...

Disability buy out insurance is something that small businesses need. Unlike a large business, small businesses can sometimes be crippled by...

I think we can all agree that 2020 has been a bad year. For me personally it began with my father being hospitalized, followed by my own hos...

  When I speak to groups about their insurance, I often mention "Holy Trinity" of insurance, which is their medical insurance, lif...

I am very comfortable working in the group benefits market. Helping people who work for large companies, school systems and municipalities h...

A few years ago a friend (whom I'll call "Bill")  heard I was selling insurance. Bill and I hadn't been in contact for a f...

In a previous post I discussed buy-sell agreements between business partners and why they were necessary. To recap, in the case that a busin...

With Covid looming over us, there have been a spate of changes in the life insurance business. Some companies are suspending sales of certai...

One of the groups of people I love to help is small business owners. As a entrepreneur (I have an insurance agency and a consulting business...

When you find something you feel really good about, you tend to want to share it with your friends and family. At the same time, when you ma...