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Dan Sherwin
Categories:
Financial, Insurance, Services
Websites
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The Sherwin Group
Blue Cross Blue Shield of Minnesota
Medica
Health Partners
Medicare
Social Security Administration
Delta Dental
Minnesota Comprehensive Health Association
Request More Information
The Sherwin Group
Blue Cross Blue Shield of Minnesota
Medica
Health Partners
Medicare
Social Security Administration
Delta Dental
Minnesota Comprehensive Health Association
Business Hours:
| Monday: | 8am-5pm |
| Tuesday: | 8am-5pm |
| Wednesday: | 8am-5pm |
| Thursday: | 8am-5pm |
| Friday: | 8am-5pm |
| Saturday: | by appt. |
| Sunday: | by appt. |
| * Monday, May 28, 2012 -Office closed | |
The Sherwin Group
For many, investments and insurance can be very confusing and overwhelming aspects of life. We can help - by giving you an overview of where you stand and by assisting you with a strategy for where you want to go. Consult with us to create a plan to achieve your investment and insurance goals.
Well-Being
When it comes to our clients, we genuinely care about them, their goals, and their well-being. While some in our industry only touch base with their clients annually, we like to remain in regular contact. We do everything we can to make our clients' financial lives simpler, and address issues before they occur.
Well-Being
When it comes to our clients, we genuinely care about them, their goals, and their well-being. While some in our industry only touch base with their clients annually, we like to remain in regular contact. We do everything we can to make our clients' financial lives simpler, and address issues before they occur.
Categories:
Financial, Insurance, Services
Categories
Financial
Business Type:
Financial Planning
Business Type: Investment
Licensed : Yes
Insured: Yes
Business Type: Investment
Licensed : Yes
Insured: Yes
Insurance
Business Type:
Life
Business Type: Medical
Business Type: Other
Free Quotes: Yes
Licensed: Yes
Local Agent/Adjuster: Yes
Business Type: Medical
Business Type: Other
Free Quotes: Yes
Licensed: Yes
Local Agent/Adjuster: Yes
Services
Business Type:
Consulting
226 N Broad St . Suite A
Mankato MN 56001
(507) 625-4322
866-806-8846 (toll-free)
(507)625-4346 (fax)
Slideshows
1 Slideshow
Partners
Pictures
8 Pictures
The Sherwin Group - Michelle Amundson
The Sherwin Group - Dan Sherwin, Sheri Fedson, Michelle Amundson
Dan & Vickey Sherwin
The Sherwin Group - Dan Sherwin
The Sherwin Group-Sheri Fedson
The Sherwin Group -North Broad Street view
Kate Waagner -Client Services Director
Average Rating of 2 User Reviews
Testimonial
drumco August 11, 2011
My dealings with the ShrewinGroup has been on the investment side of their business.These folks are extremely dedicated,sincere,trustworthy and always put the interest of their clients first.They are without question on top of market conditions and communicate effectively with their clients. Michelle is involved with my investments on a daily basis and creates a comfort zone which augments my confidence in her ability. It is a pleasure to deal with these folks.
Robert E. Peterson
Testimonial
lauraturk July 24, 2011
We have been very pleased with the services provided to us by The Sherwin Group. Dependability is the first word that comes to our mind in describing Dan, Sheri and Michelle. No issue or question is ever too small. We always can count on an immediate response.
As we transitioned into a new phase of medical insurance we were advised to visit with Sheri Fedson. Her professional attitude, her knowable base and her personal attention elevates her to a level far beyond our expectation. Without
reservation, we would recommend her to anyone transitioning into the world of Medicare.
Laura and Jim Turk
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| Individual Life Insurance |
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Can provide monetary support to your loved ones or pay off debts in the event of your unexpected death.
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| Term Life Insurance |
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Provides coverage at a fixed rate of payments for a limited period of time, the relevant term.
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| Universal Life Insurance |
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A type of flexible permanent life insurance offering the low-cost protection of term life insurance as well as a savings element (like whole life insurance) which is invested to provide a cash value buildup. The death benefit, savings element and premiums can be reviewed and altered as a policyholder's circumstances change.
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| Whole Life Insurance |
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Remains in force for the insured’s whole life and requires (in most cases) premiums to be paid every year into the policy.
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| Long-Term Care Insurance |
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Long-Term Care Insurance helps to protect individuals from the expenses that can be incurred when it becomes harder to care for ourselves. Long-Term Care covers at-home care, assisted living care, and nursing home care.
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| Individual & Family Health Insurance Plans |
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Health insurance plans that cover one individual or for all members of a family. Various plan designs are available, traditional plans, short-term health plans, plans that offer immediate benefits and plans that can be paired with a Health Savings Account (HSA) which can be used to pay for medical care.
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| Medicare Health Plans |
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| Medicare Cost Plans |
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A type of Medicare health plan where you keep your original Medicare benefits to pay for services outside the service area.
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| Medicare Advantage and Prescription Drug Plans (MAPD) |
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A Medicare Advantage plan that offers prescription drug coverage (Part D), Part A and Part B benefits in one plan.
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| Medicare Part D (Prescription Drug Plans) |
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A separate drug plan that adds prescription drug coverage to Original Medicare, some Medicare Cost Plans, some Medicare Private-Fee-for-Service Plans, and Medicare Supplement Plans provided by private companies approved by Medicare.
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| Employer Sponsored Plans for Large or Small Employers |
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Some types of plans that might be offered through an employer, a group health plan, a group dental plan, a group life insurance plan, a group disability plan. Some of these plans might also include a type of financial account such as a health savings account, flexible spending account or a health reimbursement arrangement.
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| Voluntary Benefit Plans – Worksite Benefit Plans |
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These are benefit plans that the employer makes available to their employees through payroll deduction and may or may not contribute to the cost of these plans.
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| COBRA Administration through a Third Party Administrator |
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COBRA is the federal law that provides many workers with the right to continue coverage in a group health plan. We have partnered with Benefits Design Group to administer these benefits.
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| Real Estate Investment Trusts |
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A security that sells like a stock on the major exchanges and invests in real estate directly, either through properties or mortgages. REITs receive special tax considerations and typically offer investors high yields, as well as a highly liquid method of investing in real estate.
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| Roth IRA |
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An individual retirement plan that bears many similarities to the traditional IRA, but contributions are not tax deductible and qualified distributions are tax free. Similar to other retirement plan accounts, non-qualified distributions from a Roth IRA may be subject to a penalty upon withdrawal.
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| Individual Accounts |
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An account at a brokerage, bank, company or anywhere that a single person is responsible for debits and credits thereto. An individual account contrasts with a joint account and a partnership account, both of which may have more than one account holder.
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| Fixed, Fixed-Indexed, and Variable Annuities |
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Qualifying Annuities can be fixed, indexed or variable, depending upon the investment objectives of the plan sponsor. Contributions made into a Qualifying Annuity are tax-deductible according to ERISA guidelines, unless the plan or annuity has a Roth feature.
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| Alternative Investments |
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An alternative investment isn't one of the three traditional asset types (stocks, bonds and cash). Most alternative assets are held by institutional investors or accredited, high-net-worth individuals because of their complex nature, limited regulations and relative lack of liquidity. Alternative investments include hedge funds, managed futures, real estate, commodities & derivatives contracts.
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The Sherwin Group Presents: |
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WEEKLY QUOTE He who is not courageous enough to take risks will accomplish nothing in life.” - Muhammad Ali WEEKLY TIP If you and your partner aren’t married, it might be prudent to create a domestic partnership agreement that states how expenses are shared, how assets are owned, and how those assets should be distributed in the event of your death(s) or the dissolution of the relationship. WEEKLY RIDDLE We know that a seahorse isn’t a horse, and we know that a silverfish isn’t a fish. For that matter, a snakehead isn’t a snake – but what is it? Last week’s riddle: About 90% of this country’s land area is made up of arid tan desert, yet its flag is solid green – in fact, at present it is the only nation in the world with a flag containing just one color. What nation is this? Last week’s answer: Libya.
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May 14, 2012 CONSUMER SENTIMENT HITS A 4-YEAR PEAK May’s initial Thomson Reuters/University of Michigan consumer sentiment survey came in with an index reading of 77.8, the highest mark since January 2008. Descending oil and gas prices may have been factors promoting some optimism. BIGGEST DROP IN PPI In 6 MONTHS GOLD & OIL PRICES RETREAT After anxieties emerged last week about a China slowdown, the broad commodities market took a hit. So at Friday’s close, gold had fallen 3.72% across five trading days to $1,584.00 per ounce while crude futures had slipped 2.40% to $96.13 a barrel. NEW DOUBTS IN THE EU AFFECT STOCKS Eurozone elections brought new worries about whether Greece would abide by austerity cuts and stick with the euro. Efforts to form a coalition government in Greece stalled last week, and French president Nicolas Sarkozy was defeated in his reelection bid by socialist candidate Francois Hollande. Factor in the usual spring thoughts about whether stocks are ready to pull back, and the weekly losses were as follows: S&P 500, -1.15% to 1,353.39; DJIA, -1.67% to 12,820.60; NASDAQ, -0.76% to 2,933.82. THIS WEEK: Facebook’s IPO is scheduled for Friday, and there are plenty of other news items on tap. On Monday, Groupon comes out with Q1 results. Tuesday, the April CPI appears plus data on April retail sales and earnings from JCPenney, TJX, Dick’s Sporting Goods, Saks and Home Depot. Wednesday brings data on April housing starts and industrial output, the April 25 FOMC minutes, and Q1 results from Deere, Abercrombie & Fitch, Target, Staples and Limited Brands. The Conference Board’s April consumer confidence index and new initial claims figures are out Thursday, joined by Q1 earnings from Wal-Mart, Dollar Tree, Ross Stores, Gap, Aeropostale and Sears. As Facebook starts trading on Friday, a G8 summit also starts at Camp David; Q1 results also arrive from Ann, Inc. (formerly Ann Taylor).
Sources: money.msn.com, bigcharts.com, treasury.gov, treasurydirect.gov - 5/11/12 Indices are unmanaged, do not incur fees or expenses, and cannot be invested into directly. These returns do not include dividends.
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In general, our entire trading commentary has been fairly redundant the last couple of weeks...it's a "risk off" strategy. Against the resurfacing Eurozone issues...that now include a real discussion of a Greek exit from the Euro...we continue to rotate away from "global offense" and into "U.S. defense" - which ranges from rails to dividend paying U.S. consumer staples, utilities. The 1st quarter winners - financials, technology, consumer discretionary - are bein replaced by the laggards since the April 2nd peak in the S&P 500. Winners since the S&P 500 peak have been the defensive sectors: telecom, utilities and consumer staples. "On the Home Front": What a gorgeous weekend we had - perfect for planting flowers and bar-b-quing! I can't imagine a better way to spend a weekend! |
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