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Keosauqua, IA 52565

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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.

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

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 Basics of Medicare

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

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?

 

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

When Life Insurance Becomes Taxable

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

Preparing for the Expected

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

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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.

Lifetime of Earnings

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

Long-Term-Care Needs

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

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Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

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.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Dog Bites and Homeowners Insurance

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

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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