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Insurance and financial planning often involve complex terms, products, and strategies that aren’t always explained in plain language. This section is designed to help demystify those concepts. Below, you’ll find clear, easy-to-understand explanations of common insurance and financial services—such as insurance planning, retirement preparation, investment guidance, and tax planning—to help you better understand what each service does and when it may be useful. As you explore these topics, Scroll connects you with vetted professionals who can help you make informed, confident decisions and plan for what matters most.
Professionals who set up, manage, and advise on employer-sponsored retirement plans.
Professional management of investments and portfolios to meet financial goals and risk tolerance.
Coverage for vehicle damage, theft, and liability arising from accidents.
Personal financial service focusing on tracking income, controlling expenses, and achieving savings goals.
Suite of policies protecting companies against property loss, liability claims, and business interruption.
Specific coverage guarding companies against legal claims of injury or damage caused by operations or products.
Policies that pay outstanding loans or credit card balances in the event of death, disability, or unemployment.
Professional strategies to reduce, consolidate, and pay off personal or business debt.
Programs negotiating lower interest rates or settlements to decrease overall debt burden.
Advisor who evaluates debts and implements savings or settlement strategies to accelerate payoff.
Coverage providing income replacement if an illness or injury prevents the policyholder from working.
Financial strategies-such as asset titling and tax planning-integrated into comprehensive estate plans.
Programs or funds that provide monetary help for medical bills, housing, or daily expenses.
Ongoing oversight of budgets, investments, and cash flow to meet personal or business objectives.
Policies that cover a portion of medical expenses such as doctor visits, hospital stays, and prescriptions.
Coverage protecting homeowners against property damage, theft, and liability.
Standard property insurance covering the structure, personal possessions, and liability of a residence.
Broad term for risk-transfer contracts that provide financial compensation for covered losses.
Licensed representatives who sell and service insurance policies on behalf of carriers.
Independent professionals who shop multiple carriers to find the best policy and rates for clients.
Policies protecting property owners from damages or liabilities related to rental properties.
Coverage guarding individuals or businesses against claims resulting from injuries or property damage to others.
Credentialed advisors who oversee budgeting, investments, and long-term financial strategies.
Policies providing a death benefit to designated beneficiaries to secure financial stability.
Coverage that helps pay for extended care services such as nursing homes, assisted living, or in-home care.
Information and enrollment support for California’s public health insurance for low-income individuals.
Assistance completing applications and maintaining eligibility for California’s Medicaid program.
Guidance on enrollment, plan comparison, and coverage optimization within the federal Medicare insurance program.
Health insurance policies that reimburse veterinary expenses for dogs, cats, and other pets.
Professional preparation and filing of federal and state tax returns, ensuring accuracy and maximizing deductions.
Coverage for trip cancellations, medical emergencies abroad, and lost luggage.
Extra liability coverage that supplements underlying home or auto policies.
Auto policy provision that covers bodily injury or property damage caused by a driver with insufficient or no insurance.
Insurance that covers medical expenses and lost wages for employees injured on the job.
Currently serving greater Sacramento area, expanding soon!
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