Shawn Plummer

I'm a licensed financial professional. I've sold annuities and insurance for more than a decade. My former role was training financial advisors, including for a Fortune Global 500 insurance company. I've been featured in Time Magazine, Yahoo! Finance, MSN, SmartAsset, Entrepreneur, Bloomberg, The Simple Dollar, U.S. News and World Report, and Women's Health Magazine. My goal is to help you take the guesswork out of retirement planning or find the best insurance coverage at the cheapest rates for you.

Health Savings Account

Investing in a Health Savings Account (HSA) is an ideal way to save money on taxes and financially prepare for potential medical costs during retirement. In this guide, you will learn the basics of HSA accounts and how they can be incorporated into your retirement strategy! What Is A Health Savings Account? An HSA is …

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Key Man Insurance

In today’s competitive business world, companies rely heavily on the talent and expertise of their key employees to drive success. Losing a key employee due to death, disability, or critical illness can be a significant setback for any business. Key Man Insurance is a form of business insurance designed to protect companies from financial loss …

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Every Essential Insurance For The Self-Employed

If you’re self-employed, you’re responsible for your financial well-being. That means you must protect yourself and your assets against unexpected events such as accidents, injuries, illnesses, and natural disasters. Therefore, insurance is a must-have for any self-employed person. Insurance policies will help you manage the financial consequences of unexpected events and provide peace of mind …

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How To Buy A Trust

If you’re considering setting up a trust, you’ve made a smart decision to protect your assets, loved ones, and legacy. However, navigating the legal process of purchasing a trust can be overwhelming, especially if you’re unfamiliar with legal jargon or the types of trusts available. This guide will direct you through purchasing a trust, from …

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Car Insurance

It’s no secret that car insurance is a necessary evil. No one wants to spend money on something they hope never to use, but at the same time, you don’t want to be left without coverage if an accident happens. In this guide, we will discuss everything you need to know about getting the right …

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Qualifying Life Events for Insurance

Getting insurance coverage is essential to protect oneself and one loved one from unexpected events that may happen in life. However, sometimes life throws unexpected curveballs that can affect a person’s insurance coverage. Therefore, it is essential to know what a qualifying life event is and how it can impact one’s insurance. This guide will …

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Insurance Companies For Homes

Owning a home is a dream for many people, and protecting that dream is essential. Homeowners insurance is a type of insurance policy that covers losses and damages to an individual’s residence and personal property within the home. Choosing the right insurance company for your home can be daunting, as there are many factors to …

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How To Avoid Probate

Probate is a legal process after someone dies to distribute their assets and pay their debts. It can be a long and expensive process, and it’s one that many people want to avoid. Luckily, there are ways to do just that. This guide will explore some of the most effective strategies on how to avoid …

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