White Oak Wealth Partners

Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

 
 
 
The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

The Wild West of Data Theft

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

 

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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