Happy April!
Covid-19 and Travel
As our country reopens, it's important to be aware of changing safety protocols, especially if you or your employees travel out of state. Check out and forward this great resource from the Ohio Department of Health:

If you or your employees travel out of the country, you'll want to be sure everyone is covered by a travel medical plan. These are available to individuals and groups for any kind of international travel; short term, frequent or even long term.

Contact your Advisor for more information, or visit:

CFI Volunteer Day
Our team had fun getting out of the office to volunteer together at People In Need in Delaware, Ohio. We love serving our community!
Medicare Questions?
Getting Medicare is a major milestone. When you have employees that turn 65 or become disabled, they may need some guidance on what to do. has some great information, but an Advisor can help make sure they have the plan they need and are able to make a seamless transition.
Our Advisors are here to address questions anytime throughout the year!

Spotlight: Term Life for Groups
Term life insurance provides protection for a specific period of time (the term). This is often 10, 20 or 30 years. Term life insurance makes sense when a person needs protection for a specific amount of time--for instance, until their kids graduate from college or a mortgage is paid off..

Term life is a very affordable product and is a benefit people want and need. It's easy to add! Talk to your Advisor to get a quote!

A Message From Our CEO
Help Us Improve!
As we strive to continually improve our services, we love to hear feedback from our clients. Please take a moment to leave us a review on Google or Facebook, or email us!

Thank you!