FAQs

The following are the most commonly asked questions we are asked. If you have others questions or need clarification, don’t hesitate to reach out.

Client and Insurance Broker Relationship FAQs

We offer Health, Medicare, life, disability, supplemental plans, employee benefits, business continuation planning and key person planning.

An insurance broker acts as an intermediary between you and insurance companies. Brokers work on your behalf to understand your needs, compare policies from multiple insurers, and recommend the best coverage options for your specific situation. They provide advice, answer questions, and help you navigate the complexities of insurance.

An insurance broker represents multiple insurance companies and provides a broader range of options to clients, whereas an insurance agent represents one insurer. Brokers work for you, the client, to find the best coverage and rates, while agents primarily serve the insurance company they represent.

Insurance brokers are paid a commission by the insurance company when you purchase a policy. This commission is included in the policy premium when it is approved by your states insurance department, there is no direct cost to you for using a broker’s services. Brokers are incentivized to find you the best coverage because their reputation depends on satisfied clients.

A broker will assess your specific needs, risk factors, budget, and personal circumstances. They consider your coverage requirements, desired premium levels, and any special needs or conditions. Based on this information, they compare policies from various insurers to find the best match for you.

Yes, one of the key benefits of working with a broker is their assistance with claims. If you need to make a claim, your broker can guide you through the process, work with the insurance company on your behalf, and help ensure you receive a fair settlement.

When choosing an insurance broker, consider their experience, reputation, the range of insurance options they offer, customer reviews, and their approach to customer service. A good broker should be transparent, knowledgeable, responsive, and genuinely interested in finding the best solutions for you.

Health Insurance FAQs

The primary categories for health plans include both qualified and non-qualified plans. An example of a qualified plan would be those offered through the Affordable Care Act (ACA) also known as the Obamacare marketplace and most plans offered by an employer. Non-qualified plans would include indemnity plans, short term plans, sharing plans and more traditional deductible health plans. Non-qualified plans do not offer the required benefits of Obamacare but do offer those folks that do not qualify for premium tax credits or are not looking to pay extra for the required benefits, another, more affordable, option to consider.

Choosing the right plan depends on factors such as your budget, healthcare needs, preferred doctors and hospitals, and whether you need coverage for specific treatments or prescriptions. Our advisors can help you compare plans to find the best fit.

    • Deductible: The amount you pay out-of-pocket for covered services before your insurance starts to pay.
    • Copayment (Copay): A fixed amount you pay for a covered healthcare service, typically at the time of service.
    • Coinsurance: A percentage of the cost of a covered healthcare service that you pay after your deductible has been met. Coinsurance is a sharing of expenses between you and the insurance company. Coinsurance also has a point where your responsibility ends, this is know as the maximum out of pocket and includes your deductible.

Yes, under the Affordable Care Act (ACA), health insurance companies cannot deny coverage or charge higher premiums based on pre-existing conditions.

The Open Enrollment Period (OEP) is a specific time each year when you can sign up for health insurance or make changes to your existing coverage. Typically, open enrollment runs from November 1st – December 15th. Outside of this period, you can only enroll if you qualify for a Special Enrollment Period (SEP) due to life events like marriage, birth, a move or job loss.

Life Insurance FAQs

The amount of coverage depends on factors such as your income, debts, lifestyle, family size, and future financial needs. A general rule is to have coverage that is 5 to 10 times your annual income, but it’s best to consult with a broker for a personalized assessment.

Term Life insurance provides coverage for a specified period (e.g., 10, 20, 30 or 40 years) and typically has lower premiums. Whole Life insurance provides lifelong coverage, builds cash value over time, and generally has higher premiums.