COTO Insurance & Financial Services Blog

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Why Is It Important to Have a Trust?
September 17, 2018

When I meet with a new client, a Trust is one of the first things we investigate together. If the clients have not already established a Trust, I advise them to do so right away. Why is a Trust so important? Someday when you pass away, your estate will automatically…

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5 Questions to Ask About Your Life Insurance Policy
September 10, 2018

No one really wants to think about the end of their life, or picture their loved ones carrying on without them. So it’s no wonder that many people tend to gather their courage once, enroll in a life insurance policy, and then never think about it again. That’s understandable, but…

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The Different Types of Life Insurance
September 3, 2018

When you begin your search for the right life insurance policy, you might be surprised at how many different types there are! You will begin to spot lingo such as term, whole life, permanent, universal, and many more. These different types of life insurance were all designed to meet specific…

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Protecting Yourself Against Market Fluctuations
August 27, 2018

  Often when we’re helping pre-retirees plan for the future, one of their biggest questions revolves around market fluctuations. What do you do, if the market fluctuates during your retirement? One of our biggest focal points is helping our clients to insure their portfolios. We want to make sure that…

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