Create Values-Based Financial Health

and Enhance Well-Being through

Money Mindfulness

Insurance & Investment Strategies

Michael D'Apice | 14 Mohawk Drive, Collinsville, CT. 06019

Phone 860-693-4919 | Cell 860-306-0096 | Fax 860-693-4959 | [email protected]

Michael says, “While taking the first step is commendable...without direction it is still called ‘wandering’.”

Celebrating over 30 years of client-centric mentoring and service!

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.

 
 
Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

 

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Be My Beneficiary

Financial planning for couples.

Term vs. Permanent Life Insurance

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

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When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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