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Happy July!
Welcome Brooke!
We are so excited to see Brooke Mayer join the CFI team as a Licensed Administrative Assistant!

Brooke joins us with a strong background in finances. She enjoys kayaking, camping, and spending time with friends and family. She has a 9 month old chocolate lab named Remi and is excited about her upcoming wedding.

Please help us welcome Brooke.


Thank you!

Thank you to all of our amazing clients for voting us #1 in Customer Service and #1 Insurance Agency. We love Delaware!


Summer Savings Tips
During the pandemic, many people learned how much money they could save—by not doing anything. Vacations were canceled, there were no fights about school lunch money, and all the usual entertainment hot spots were off-limits. But this summer? It’s a different story. So now that you can spend the summer enjoying the pool, traveling to the beach, and having many family barbecues . . . you’ve got to keep a close eye on your wallet—and your summer savings.
Don’t worry, we can help. Here are 20 money-saving tips from Dave Ramsey...

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Is It Time To Review Your Life Insurance Plan?
As a general rule of the thumb, it’s a good idea to touch base with us at least once a year or whenever a life change happens. A life insurance review will help ensure your coverage is at the right level to protect your loved ones.

Life insurance often needs to be adjusted after a big change like getting married, having a baby, starting a business, retiring and more. In these kinds of instances, you’ll want to schedule a life insurance review with your CFI Advisor as soon as possible.

The Importance of Vision Care Now
It’s no secret that the COVID-19 pandemic has impacted our lives in unexpected ways, including increasing our amount of screen time due to us being at home more often. VSP® Vision Care recently sponsored a national survey that revealed how the pandemic has influenced Americans’ attitudes about screen time, its effect on our eyes and the importance of vision care. 


Need vision coverage?


Be sure to consult with your Advisor to help select the best plan for your unique needs.

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Spotlight: Income Protection
Your ability to earn a living is your most important asset. And one of the best ways to protect it is with disability insurance. Think of it as insurance for your paycheck. Disability insurance provides you with a percentage of your income if an illness or injury prevents you from working and earning a living. You don’t hesitate to insure your home, car and phone, so why wouldn’t you also protect what pays for all those things—your paycheck.

Contact your CFI Advisor for a quote today.

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A Message From Our CEO
Thank You Delaware!
As you read above, we were voted #1 Insurance Agency and #1 in Customer Service by the people of Delaware. We truly appreciate our clients and our community and want to thank you for voting! Congratulations to the other winners and businesses who strive every day to serve our community and make it better. Delaware is a special place and we are so grateful for our clients here and everywhere. Please go out and support your local businesses this summer!

740-363-5433