225 Broadhollow Road
Suite 105
Melville, NY 11747

LinkedIn

Evergreen Planning

(631)584-2299

 

Insurance

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.

 
 
What is Life Insurance? Part 1

What is Life Insurance? Part 1

What is Life Insurance? Part 1

Term to Perm Life Insurance Conversion Tips

Term to Perm Life Insurance Conversion Tips

There are many types of life insurance policies that can help protect you and your family. Term life insurance can be an attractive choice for millennials who are...

Don’t Myth Out on Whole Life

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

 

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Success Strategies: Start planning Now

Using Life Insurance as part of a potential business succession strategy

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Infographic: Life Insurance: The Basics

A reassurance that you can live life to its fullest, knowing your family will be financially protected when you pass away.

Insurance Options for Business Succession Planning

Business owners with the desire to see their businesses continue after they are no longer involved need to plan quite carefully.

View all articles arrow

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

What is Life Insurance? Part 1

What is Life Insurance? Part 1

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

View all videos arrow