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Welcome 2019!
Happy New Year to all of our valued clients!  We hope that this year brings you lots of joy!
Reminder!
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Now that open enrollment is over, remember to pay your January premium so that your coverage is effectuated. 

Questions about how to pay your bill? You can contact your insurance carrier directly, or call our office for more information: 

740-363-5433
Disability Coverage - An Important Conversation
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If an illness or disability were to happen to you, how soon would it impact your finances?

7 in 10 working Americans couldn't make it one month before financial difficulties would set in, and 1 in 4 would have problems immediately, according to a  Life Happens survey.

Short term and long term disability coverage is a flexible and affordable benefit to add anytime of year. 

Give yourself peace of mind for 2019 - call your Advisor today to learn more! 

740-363-5433
How Are We Doing? 
As an ongoing effort to improve our services, we find it vital to hear from our clients about their experience with us. 


 How has CFI helped you? 

Click the options below to share! 

 

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740-363-5433
Spotlight: Exercise!
We all know the benefits of exercise on our physique and general health, but do you know how it affects your brain? 

TEDxOrlando - Wendy Suzuki - Exercise and the Brain
TEDxOrlando - Wendy Suzuki - Exercise and the Brain
Happy New Year! 
"Write it on your heart that every day is the best day in the year." Ralph Waldo Emerson

Resolve to make every day count, because you have in front of you infinite opportunities to make the world around you a little bit better each day. 


Happy New Year from all of us at CFI! 

Jim Roesch, 
CEO and Chief Visionary Director