Insurance | Chau Lai, CFP®, ChFC®, CLU®, RICP®, CAP®, WMCP®

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

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

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Dog Bites and Homeowners Insurance

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

Financial confidence boosters for women in midlife

Five things women in midlife can do to help boost their financial confidence. 

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Whole life insurance: part of a tax diversification strategy

A strategy that can help your retirement go a long way.

Tips to convert term life insurance to whole life insurance

A term life policy can be converted to permanent life insurance as protection needs for you and your loved ones change

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Financial wellness for everyone: Whole life insurance

Whole life insurance is widely misunderstood but offers coverage that lasts a lifetime and rates that won’t increase

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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