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News and Insights

Financial planning and industry insights directly from your Trusted Advisors. Here you'll find thoughtful articles that can help guide your personal financial decisions and spark conversation with family and friends. We'll also share Team Patriot's latest updates.

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The High Cost of Health Care

You may know someone who has been forced to seek out the generosity of their own network in order to cover the costs of health care, medicine, or treatments. It may put you in mind of your own immediate or extended family and how you or they might deal with such a situation.

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Fixed Indexed Annuities

Don’t let the investment jargon put you off, Fixed Index Annuities are simpler than they sound. A Fixed Index Annuity is a tax-favored accumulation product issued by an insurance company. However, unlike fixed deferred interest rate annuities, a Fixed Index Annuity’s annual growth is tied to a market index like the Standard & Poor’s 500 rather than an interest rate.

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Protection Against Uninsured Drivers

About 13 percent of all motorists, or one in eight drivers, do not have automobile insurance. Having the misfortune of getting into an accident with an uninsured motorist may have serious financial consequences depending upon the state in which you reside and whether it is a “no-fault” or “tort” state.

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