Blog: The Senior's Advocate

The Five Best Tips for Navigating Safely Through Retirement

From Our CEO and Top Financial Planner Chris Alberta 1.  Trust your gut instinct.  Salespeople have a way of creating anxiety when none exists in search of a commission.  Never be afraid to sit on the sidelines for a bit with your retirement dollars…nobody ever looks back after a market crisis and regrets being...

Read More

Stop Wasting Time & Money Using a Captive Insurance Agent

Buying insurance can be such a hassle to do because it’s an industry associated with lies and fabrication, rather than honesty and ethics. Typically a “captive” agent is worried about earning their next free vacation to the Bahamas, not about what’s best for the client. That’s why it’s very important when...

Read More

Insurance Terms 'Exchange' and 'Non-Captive' Explained

Since the enactment of the Affordable Care Act (Obamacare) many terms have surfaced to the public that weren't commonly heard prior. Words like "exchange" and "non-captive" are insurance terms that have been around for a long time. They aren't anything new and in fact they are widely known terms in the insurance industry. The reason why they are...

Read More