infomemo’s

Is Joint Insurance Coverage Right for You and Your Spouse?

You and your spouse may share a bank account, a home, or a business. How about an insurance policy? There are good reasons to consider joint insurance coverage – commonly known as ‘joint last-to-die’, a single contract based on the lives of two or more individuals. This type of coverage makes sense when the individuals […]

Should You Consider Using a Robo-Advisor?

  What is a robo-advisor? Robo-advisors give advisors and their clients the tools to manage investment portfolios online. The investments included in their portfolios can vary, but their general purpose is to provide efficient, low-cost portfolio management. Does that mean my current advisor is obsolete? Not at all. Your current advisor already knows your situation […]

Kurylo Insurance Blog – May 30th, 2017

This page will have regular articles and information bits “infomemo’s” that will help raise your  awareness on financial planning and insurance topics. Thank you, Rod Kurylo, CFP CLU