Resource Library of PDFs and Downloads
Annuities
Consumer’s Guide to Fixed Deferred Annuities
Auto Insurance
Auto Home Quote Request
Why you may want to purchase a Rental Car Loss Damage Waiver
Bonds
CNA Surety – Educational piece explaining the bond universe.
Health Insurance
An Employer’s Guide to Group Health Continuation Coverage Under COBRA
An Employee’s Guide to Health Benefits Under Cobra
Summary of New Health Reform Law
Healthy New York Benefit Package
Publication 502: Medical and Dental Expenses – For use in preparing Tax Returns
Homeowners Insurance
Home/Auto Quote Request
Home Inventory Checklist
Medicare
Medigap/Medicare Compare
Medicare 2025
Medicare Extra Help Rx Drugs
Medicare Parts A&B Premiums and Deductibles
Life Insurance
Non-Med Life Insurance App
Guide to Executive Bonus Plans
New York State Dbl and Paid Family Leave
Employer Handbook – New York State Guidebook Publication
Paid Family Leave EMPLOYEE Fact Sheet
Paid Family Leave EMPLOYER Fact Sheet
Rx Discount Drug Card (Free, Printable, Take to your Pharmacy)
Rx Discount Drug Card (PRINTABLE) “New”
Taxes
2024 Tax Reference Guide
2024 Retirement Guide
Publication 502: Medical and Dental Expenses – For use in preparing Tax Returns
Workers Compensation
Employer Handbook – New York State; Guidebook in understanding mandated employer programs.