Saving is a key component of financial planning, but it’s only one part of the puzzle. If you are one of the many people without a financial plan, take some time this month, Financial Planning Month, to get on track.
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Each year, employers face the same old considerations with their group health insurance renewals, carriers, networks, plan designs, rates and employee demographics. Wouldn’t it be great to be able to think outside the box with a Self-Funded Captive option?
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In 1898, first-generation American James J. Dowd established a humble insurance agency in the heart of Holyoke. The rest, as they say, is history.
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