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Still Working Hard For You 
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As your local, trusted Advisors, we want you to know that our agency is an essential business and will remain open to serve you.

While our agency is open for business, we are not meeting with clients face to face and our doors are locked for the safety of our employees. 
The best way to reach us is 
by phone 740-363-5433 and by email at  [email protected]
 
If you need specific information on how your plan covers Covid-19, please read more below. 
 
Please continue to check on the well-being of your family, friends and neighbors. Support our health care providers and first responders, and please support the local businesses in our community that remain open during this challenging time. 
 
We greatly appreciate your business.

740-363-5433
Our Easter Egg Hunt - 
Spreading Smiles
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"There are always flowers for those who want to see them." - Henri Matisse

As this unprecedented time bears down on us with bad news and uncertainty, we think it's vital to our mental health to take a break and focus on something positive.  

For some time-killing Easter laughs, we decided to go on a hunt for fun stuff to share with you.  

Check out these fun links from our staff: 

"Watching THESE remind me of happy times when my kids were younger" 
- Jim

Check out this uplifting QUOTE from Brianna  and THIS ONE from Christy.

"Every time I see THIS it makes me smile and laugh" 
- Belinda

Doug had some EXTRA cute  PET PICS to share!

"THIS GUY makes my kids laugh out loud, and that's a noise I never tire of hearing" 
- Sarah 

740-363-5433
Tax Form Information
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One of the most common questions we get this season is "how do I find my 1095 form for health insurance?"

To obtain that form, you will need to contact your insurance company directly. They do make it available online and may also mail it to you. You can log in to your member portal with your insurance company to download it, or call them using the number on the back of your ID card. Healthcare.gov will also have it available.  To access it via Healthcare.gov, please follow these instructions

**Please be advised that CFI does not prepare taxes or give tax advice. If you have more questions about your 1095 forms, please visit the IRS page HERE .**
Monthly Tip! 
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Not sure where to start spring cleaning? We have some ideas...
  • Before you clean, declutter. But what should you keep and what should you throw away?  Check out this great guide.
  • Use this time to focus on your budget. Dave Ramsey offers several free tools to help you. Check them out HERE.
  • Spring is a great time to review your life insurance strategy.  Each year brings new challenges and changes, and your life insurance should be reviewed for accuracy as life moves on. Check out this helpful info from lifehappens.org
As always, our Advisors are here to help review your insurance plans. 

740-363-5433
Spotlight: Covid-19 Coverage
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Not sure how your plan is going to cover you if you get sick with Coronavirus?  

We have complied a list of resources from our carriers to answer your questions: 


Here are some additional resources for economic support: 


As always, if you have questions, we are here to help. Stay Safe! 

740-363-5433
Bringing The Good Out Of What Feels Bad...

I wanted to share this uplifting message from Pastor Rick Warren, part of which says: 

"I don't know what you're going through right now, but I am certain God can use it for good in your life and to open opportunities for you to help others. May this give you hope and encouragement to know he's working for your good today!"

Remaining hopeful, 

Jim Roesch,  CEO and Chief Visionary Director