February 20, 2018

This month, United Policyholders is hosting the following Roadmap to Recovery workshops for wildfire-impacted households:

 

NAPA
Tuesday, February 20th from 6-8pm
​Topic: Financial Decision-Making
​The Hall at St. John the Baptist Church
960 Caymus St., Napa
 

 

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February 7, 2018

Through our Roadmap to Recovery program you will find tips, tools and resources relevant to the Lilac wildfire.  Our main focus is on helping you navigate your insurance claim toward a full, fair and prompt settlement.  We also offer guidance on debris removal, temporary living arrangements, government aid, construction issues, hiring professional help, and deciding how and if you will repair, rebuild or buy a replacement home....

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January 30, 2018

 

There are good reasons why you might want or need to buy an annuity: You might want the tax-deferred growth they can offer. They can also provide a guaranteed income in retirement. In some cases, they can be used as an estate-planning tool. Over the years, annuity sellers keep increasing the commissions they pay to get agents to sell them.  This has led unscrupulous insurance agents to dream up all manner of schemes to get people who don’t need one, into annuities.

It could be an invitation to a steak dinner at a nice restaurant. Maybe an offer for an inexpensive...

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January 29, 2018

A wildfire destroys the trees, plants, bushes and roots that hold soil in place and soak up rain water, which in turn can lead to the kind of damage that occurred in Montecito in the aftermath of the Thomas Fire.  The "Fire-Flood Sequence" is a well-known phenomenon, yet insurance companies will sometimes reject claims for post-wildfire mudflow damage under home/fire policies by citing the standard exclusion for flood damage.  Fortunately,...

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January 25, 2018

 

On Thursday, January 25th 2018 United Policyholders will host a Roadmap to Recovery workshop at the Santa Rosa High School Auditorium on 

Financial Decision-Making For Wildfire Survivors, 6-8 pm

This workshop will cover financial and tax implications related to casualty losses and insurance proceeds.  A panel of personal finance experts will provide guidance on decision points to consider.  

Guest speakers:

Michael Musson, CPA

Eric Goldschlag, Opes Advisers

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