All Post

When you are covered by an employer-sponsored benefit plan, understanding the ERISA claims process is essential. The Employee Retirement Income Security Act (ERISA) sets strict rules for how disability, health, life, and retirement benefits are handled. From the first claim form to the final review, every step is controlled by ERISA laws and regulations, and...

Read More

Most people do not hear about ERISA until a problem arises with their benefits. When a disability, life insurance, or health claim is denied, ERISA suddenly becomes the set of rules that controls what happens next. The process is technical, full of deadlines, and often tilted in favor of insurers, which is why knowing how...

Read More

Our client was the HR Manager for a nationwide business. Like many, she Googled for help getting her ERISA governed disability benefits when her claim was denied by New York Life. Like many, she clicked on a firm claiming nearly miraculous “success rates” and asserting they were the Best Lawyer Anywhere Ever! What she didn’t...

Read More

Life insurance is a valuable safety net to protect your family from financial hardship in the event of your passing. Whether you’re a young adult, middle-aged, or a senior, it’s generally a good idea to have some kind of coverage set up to cover medical bills, living expenses, funeral expenses, etc. However, as there are...

Read More

To begin, we need to understand what makes a life insurance policy “instant” life insurance. In simplest terms, instant life insurance is an insurance policy that is issued without the usual detailed underwriting process. Normally, life insurance companies want to know the risks they are undertaking when they sign up to insure a life.  Is...

Read More

Disability insurance is designed to protect your income in the event that an illness or injury prevents you from working. As such, it’s a critical part of creating a sound financial plan for yourself (and your family). There are two main types of long-term disability insurance, and they each provide essential income protection while also...

Read More