PO Box 515
Keosauqua, IA 52565

Jan S. Towne CPA, CFP®, PFS

(319) 293-7176

 

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.

 
 
Your DNA Test

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

The Wild West of Data Theft

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

 

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

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.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

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How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Stay Safe with a Business Owner's Policy

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

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

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