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

If you are traveling out of the country, you'll need a travel medical plan. Contact your Advisor for more information, or visit:

Medicare Questions?
Getting Medicare is a major milestone. Here’s where you can get the information you need, no matter where you are in your Medicare journey.

5 important facts:

  1. Some people get Medicare automatically, and some have to sign up. You may have to sign up if you’re 65 (or almost 65) and not getting Social Security.
  2. There are certain times of the year when you can sign up or change how you get your coverage.
  3. If you sign up for Medicare Part B when you’re first eligible, you can avoid a penalty.
  4. You can choose how you get your Medicare coverage.
  5. You may be able to get help with your Medicare costs.
Our Advisors are here to address your questions anytime throughout the year!

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!
Spotlight: Term Life
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 you need protection for a specific amount of time--for instance, until your kids graduate from college or your mortgage is paid off.
Term life insurance typically offers the most amount of coverage for the lowest initial premium. This makes this type of life insurance policy a good choice for those on a tighter budget.

Not sure how much life insurance you need?

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!