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Happy Independence Day! 
In observance of the holiday, our office will be closed on Thursday July 4th and Friday July 5th. 

We wish you and your family a safe and happy holiday! 

New Website!  
We needed a facelift...

Check out our newly designed website! 

CFI Staff Volunteer Day
"The best way to find yourself is to lose yourself in the service of others."
-Mahatma Gandhi

Because volunteering is so important to us, we set aside time each year to volunteer together as a company.  

This year we spent time with the amazing staff and customers of the LSS Delaware Food Pantry.  We had a great time and learned a lot about how the organization is run, its challenges and victories.  We are grateful for the opportunity we had to serve our community in a meaningful way. We encourage everyone to get involved! 

For a listing of local volunteer opportunities, please visit 
Health Screenings:
Choosing What's Right For You
Which tests are right for you? 

Getting your blood drawn to measure the good and bad cholesterol, having a blood pressure cuff wrapped around your arm to check for hypertension - these are examples of medical screening tests that have become a familiar part of a routine checkup or physical. But which screening tests make sense for different individuals, and at what age they should be performed, are issues for debate.  
Spotlight: Accident Plans 
Do you have a high deductible? 

We are seeing higher deductibles and out of pocket maximums than ever before. 

Don't let an accident or critical illness break the bank! 

 Indemnity plans are simple, affordable coverage that you can purchase to supplement your health insurance plan. In the event of  an accident or critical illness, the plan will pay you cash - that you can use to pay your medical bills, hire help, or help with the cost of other bills or expenses. 

Your Advisor is ready to help you plan. 
Call today.  

One Company, Many Solutions

Most of you are aware of our service for individuals and medicare recipients, but there's a lot more we can do for you!   

Check out the   "Services"  section of our new website to learn more.

You can also call or email us anytime with your questions....

We are here to help! 

Jim Roesch, 
CEO and Chief Visionary Director