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Welcome Doug Fischer! 
Doug Fischer joins the CFI team!
With over 30 years of industry experience, Doug's focus will be advising clients on health insurance, employee benefits and Medicare products.  He brings a wealth of knowledge and will be a valuable asset to our company and our clients.  

Doug has a bachelor's degree in Business Administration from Capital University.  He has been happily married for 28 years and has two sons.  He  enjoys traveling, yard work and hanging out with his dog.

We are excited to have him on board!
Dirt is Good for You! 
Working in a garden has some great health benefits! 

In addition to providing nutritious veggies and fruits for your dinner table and beautiful flowers and plants to decorate your home, gardening offers a variety of health benefits. These include a boost in vitamin D, decrease in stress, exercise and can even bring some social benefits. 

Need a Checkup?
Don't wait until you are sick!

Catching and treating a health problem before symptoms start, or, better yet, preventing a sickness entirely, isn't just good for your health; it can also save you some serious money down the road.

Be sure you are scheduling your annual visit with an in-network provider.  If you need help determining what your plan covers, or if you aren't sure how to find an in-network provider, call your Advisor today! 

Legislative Update
As members of NAHU, we value the importance of keeping you informed on the various legislative issues in healthcare that may affect you. 

Congress has recently held their first ever hearing on Medicare-For-All legislation. 

This helpful chart reviews the various plans that have been presented.  

So far we have not seen any recent changes that impact our clients. We will continue to keep you informed. 

Questions or feedback?  
We love to hear from you! 

Spotlight: Medicare Coverage 

If you need help understanding your plan, contact your Advisor. 

What Does Your Broker Do For You?
As we continue to grow, we want to thank you for your continued support and referrals.  Our business relies on referrals from clients who have learned the value of having us on their side.  

If you would like to share a story of how we've helped you, please
email Sarah at

Submissions will be entered into a drawing for a gift card, and with your permission, your story may even be featured in our next newsletter or on our Facebook page!  

Jim Roesch, 
CEO and Chief Visionary Director