Universal Planning & Insurance

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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.

 
 
Your DNA Test

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.

Finding solace in times of crisis

Finding solace in times of crisis

Watch Joleen's journey to find comfort in times of crisis

Dog Bites and Homeowners Insurance

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

 

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How to use insurance in business succession plans

As a business owner, you have a lot on your plate. But planning for your company’s future isn’t something to overlook

Whole life insurance: part of a tax diversification strategy

A strategy that can help your retirement go a long way.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

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Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

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.

View all videos