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Insure Your Love
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February is Insure Your Love month. 

Life's milestone moments usually require a promise-to love, cherish, guard and protect.
And an important part of keeping those promises is making sure your loved ones would be OK financially if something were to happen to you. That's why there's life insurance.
Keep your promise, and insure your love.


Schedule your life insurance review today! 

Schedule with Jim Roesch
740-363-5433
Why Dental?
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Dental should be a part of every benefits package because very simply, oral health isn't just about your mouth. 

Studies continue to uncover new findings further confirming the link between oral health and general health including medical issues such as diabetes, heart disease, stroke and oral cancer. Increased awareness has led to a rise in the demand for quality dental insurance. But there are even more reasons.
Learn More...

Don't have a dental plan?


740-363-5433
Tax Form Information
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One of the most common questions we get this season is "how do I find my 1095-B form for health insurance?"

To obtain that form, you will need to contact your insurance company directly. They do make it available online and may also mail it to you. You can log in to your member portal with your insurance company to download it, or call them using the number on the back of your ID card. 

**Please be advised that CFI does not prepare taxes or give tax advice. If you have more questions about your 1095 forms, please visit the IRS page HERE .**
Spotlight: Accident Plans
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Winter sports can be dangerous for everyone, young and old. Protect your family, cover your deductible and give yourself peace of mind by adding an accident policy to your benefits package.   

Many of our clients have high deductibles, and with those come high dollar bills that can financially derail a family if someone is injured or sick.  

Anthem has partnered up with LifeSecure to provide accident, hospital and critical illness plans that we think are an excellent value.


Contact your Advisor if you want to talk about adding that extra layer of protection!

740-363-5433
We Love What We Do! 

"Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do."
-Steve Jobs

Every day we strive to do great work for our clients, and at the root of that commitment to excellence is a genuine care for those we serve. We are grateful to each of you for your continued business and for growing with us.  Happy Valentine's Day!  


Jim Roesch,  CEO and Chief Visionary Director