Wednesday, September 7, 2016

The Doctor Who Doesn't Listen To The Patient

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Imagine for a minute if you went to the doctor and all he talked about was a new wonder drug that was awesome and could treat a serious cond...
Friday, August 5, 2016

Dental, Vision and Hearing - All In One Plan!

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In the past, we at Surf Financial have offered our clients dental and vision plans, but only on a group basis.  If someone wanted an individ...
Friday, May 27, 2016

Special Needs Trusts

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It seems like the topic of special needs planning drops into my lap every 3-4 months.  In the course of a conversation with a new client I...
Monday, May 2, 2016

Sick or Hurt? Can't Work? Need a HUG?

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May is Disability Insurance Awareness Month (DIAM) and I'm sure you're still worn out from last year's awesome good time. But ...
Tuesday, April 12, 2016

Why Do You Still Have That CD At The Bank?

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It's a simple question but one that does require some thought. If you have a bank certificate of deposit (CD), odds are good you aren...
Sunday, March 13, 2016

How Obamacare Inadvertently Created Medical Discrimination

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If you've bought an #Obamacare policy on the exchange, you may want to consider this scenario.    At the time of your insurance purcha...
Friday, March 4, 2016

Long Term Care Insurance? Use Life Insurance!

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As I have mentioned in an earlier blog post, the long term care (LTC) insurance world has gone through many changes.  After the market dropp...