Bellevue Office

777 108th Avenue Northeast,

Suite 1600
Bellevue, WA 98004

Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

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The Wild West of Data Theft

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Managing Health Care for an Elderly Loved One

Deciding how to handle a loved one’s health care can be challenging and emotionally taxing. Here’s how to get started.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

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