Surf Financial Brokers

If you've read my blog in the past, you know I think life insurance is a great way to get a "tax-free" retirement.  The easies...

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...

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...

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...

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

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...

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