Category archives: Insurance

A not-so-glamorous gift . . .

Insurance

A not-so-glamorous gift . . .

by on Dec. 8, 2014

It's that time of year when everyone seems to be looking for that "perfect" gift for the loved ones in their lives. A little something to let them know just how special they really are to us all year long. However, there is a gift that comes to mind that...
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A not-so-glamorous gift . . .

by on Dec. 8, 2014

It's that time of year when everyone seems to be looking for that "perfect" gift for the loved ones in their lives. A little something to let them know just how special they really are to us all year long. However, there is a gift that comes to mind that...
Continue Reading »


A not-so-glamorous gift . . .
An umbrella . . . don't leave home without it!

Insurance

An umbrella . . . don't leave home without it!

by on Nov. 3, 2014

If you are a client of PlanFIRST, chances are you have heard one of your advisors discuss the importance of having an umbrella, or PLUP (personal liability umbrella policy), insurance policy. For those not familiar with a PLUP, allow me to take a few minutes to explain what a PLUP...
Continue Reading »

An umbrella . . . don't leave home without it!

by on Nov. 3, 2014

If you are a client of PlanFIRST, chances are you have heard one of your advisors discuss the importance of having an umbrella, or PLUP (personal liability umbrella policy), insurance policy. For those not familiar with a PLUP, allow me to take a few minutes to explain what a PLUP...
Continue Reading »


An umbrella . . . don't leave home without it!
Long term care insurance . . . to buy or not to buy?

Insurance

Long term care insurance . . . to buy or not to buy?

by on Aug. 5, 2014

One of the more common questions we hear from our clients is, "Should I buy long-term care insurance?"; Many of our baby-boomer clients come to us having seen first-hand what caring for an aging parent or loved one entails. Oftentimes, our clients' desire is to alleviate the possibility that they...
Continue Reading »

Long term care insurance . . . to buy or not to buy?

by on Aug. 5, 2014

One of the more common questions we hear from our clients is, "Should I buy long-term care insurance?"; Many of our baby-boomer clients come to us having seen first-hand what caring for an aging parent or loved one entails. Oftentimes, our clients' desire is to alleviate the possibility that they...
Continue Reading »


Long term care insurance . . . to buy or not to buy?

Trust and investment management accounts and services offered by PlanFIRST, an office of the Ronald Blue Trust division of Thrivent Trust Company, are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.

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