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Day: October 8, 2021

In the News: Life insurance policies are being sold to private-equity firms

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how some life insurance policies are being sold to private-equity firms. This means policyholders should review their existing polices with a trusted agent.

Is a High-Deductible Health Plan Right for You?

While preferred provider organization health insurance is most common, high deductible health plans are gaining popularity. We explain how to compare the two.

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Kennesaw, GA Office

3735 Cherokee Street
Kennesaw, Georgia 30144

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Dunwoody, GA Office

Roam Office available for meetings upon request.

1155 Mt. Vernon Highway NE
Atlanta, GA 30338

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4850 Tamiami Trail N. Suite 301
Naples, FL 34103

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