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Bautis Financial

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Insurance

The Pros and Cons of Adding Annuities to Your Portfolio

The Pros and Cons of Adding Annuities to Your Portfolio

February 3, 2023 by Bautis Financial

Annuities can offer fixed income for those in retirement, but as with all investments, you should weigh the pros and cons before deciding to purchase an annuity. Here are the benefits and drawbacks of this income-generating tool.

Read moreThe Pros and Cons of Adding Annuities to Your Portfolio
Why It's Important to Have Life Insurance in Your 30's

Why It’s Important to Have Life Insurance in Your 30’s

October 25, 2022 by Bautis Financial

Here are just a few of the reasons why you should consider getting a life insurance policy in your thirties – even if you are single and without dependents.

Read moreWhy It’s Important to Have Life Insurance in Your 30’s
Life Insurance for Moms

How Moms Can Make the Most of Life Insurance

September 21, 2022 by Bautis Financial

An affordable life insurance policy can help mothers protect their family from the unknown.

Read moreHow Moms Can Make the Most of Life Insurance
Five Life Insurance Myths

Five Life Insurance Myths

September 1, 2022 by Bautis Financial

Don’t let these five misconceptions delay you from protecting your loved ones with life insurance.

Read moreFive Life Insurance Myths
Life Insurance Guide for New Parents

Life Insurance Guide for New Parents

August 5, 2022 by Bautis Financial

Having a baby changes everything. If you’re thinking about starting a family soon, there’s a lot to consider. Here’s what you need to know about life insurance.

Read moreLife Insurance Guide for New Parents
How to Deal With An Unsatisfactory Insurance Settlement Offer

How to Deal With An Unsatisfactory Insurance Settlement Offer – Daily Flash Briefing

July 19, 2022 by Bautis Financial

In Episode 113 of The Agent of Wealth Podcast, Galen Hair breaks down the most frustrating part of the claims process: dealing with an unsatisfactory insurance settlement offer.

Read moreHow to Deal With An Unsatisfactory Insurance Settlement Offer – Daily Flash Briefing
Demystifying the Insurance Claims Process With Galen Hair

Episode 113 – Demystifying the Insurance Claims Process With Galen Hair

July 14, 2022 by Bautis Financial

If you've experienced the insurance claims process, you may know some of the pain points. For many, property and casualty insurance settlements provide less-than-ideal payouts, and insured customers are left wondering where they went wrong. Uncover some mistakes and resources available to assist at times like these.

Read moreEpisode 113 – Demystifying the Insurance Claims Process With Galen Hair
Disability Insurance Checklist

Financial Planning Checklist: What to Consider When Purchasing Disability Insurance

May 18, 2022 by Marc Bautis

May is Disability Insurance Awareness Month. If you’re shopping around for disability insurance – or haven’t even considered it – this checklist helps make sure you’re properly protecting your income.

Read moreFinancial Planning Checklist: What to Consider When Purchasing Disability Insurance
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
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    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
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    • Wealth Center
    • Orion

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