A Lifetime Of Service To Florida Families And Businesses We offer boutique insurance planning designed to delight you with an unparalleled service experience! Our Agency Principal, Adam Thielen, brings 40 years of experience helping families and businesses choose the right protection for the people and the things they value most. We are located in Tallahassee, but serve the entire state of Florida.
Adam takes pride in delivering a personalized approach. He has been there in the trenches with his people through hurricanes, fires, injury and death. Adam is a Chartered Life Underwriter, a Chartered Financial Consultant, and a Chartered Advisor in Senior Living. Adam is a career-long member of the National Association of Insurance and Financial Advisors and a member of the National Association of Health Underwriters.
He recently earned his "Patient Protection and Affordable Care Act Professional" designation. Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor.
Adam takes pride in delivering a personalized approach. He has been there in the trenches with his people through hurricanes, fires, injury and death. Adam is a Chartered Life Underwriter, a Chartered Financial Consultant, and a Chartered Advisor in Senior Living. Adam is a career-long member of the National Association of Insurance and Financial Advisors and a member of the National Association of Health Underwriters.
He recently earned his "Patient Protection and Affordable Care Act Professional" designation. Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor.
Services
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor.
VCM and Thielen+ Surety and Insurance Services are independent of each other.
For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.
Insurance and annuity products are not sold through Virtue Capital Management, LLC ("VCM").
VCM and Thielen+ Surety and Insurance Services are independent of each other.
For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.
Insurance and annuity products are not sold through Virtue Capital Management, LLC ("VCM").
If you run a financial services firm, you know exactly how vital the right insurance portfolio is to your business's continuation.
As a provider of financial services, your first priority is to secure errors and omissions insurance.
This policy helps to provide the resources you need to defend yourself against claims brought due to real or imagined negligence.
Financial planners, advisors agents and brokers walk a fine line when helping their clients secure investment and insurance products.
It's easy for clients to misunderstand the information as presented and, when their products don't perform the way they expected them to, to sue their financial services provider.
As a provider of financial services, your first priority is to secure errors and omissions insurance.
This policy helps to provide the resources you need to defend yourself against claims brought due to real or imagined negligence.
Financial planners, advisors agents and brokers walk a fine line when helping their clients secure investment and insurance products.
It's easy for clients to misunderstand the information as presented and, when their products don't perform the way they expected them to, to sue their financial services provider.
With modern technology and medicine, people are living longer than ever before.
That sounds great, but it also means longer periods of retirement, during which you must pay for housing, food and more.
It is important to start saving for retirement at an early age.
Opening a retirement plan is a great way to invest in your future.
Individual retirement account (IRA): This type of account allows you to contribute money, which is invested tax-deferred.
Your gains can grow quicker since they are not taxed until you withdraw funds at retirement.
That sounds great, but it also means longer periods of retirement, during which you must pay for housing, food and more.
It is important to start saving for retirement at an early age.
Opening a retirement plan is a great way to invest in your future.
Individual retirement account (IRA): This type of account allows you to contribute money, which is invested tax-deferred.
Your gains can grow quicker since they are not taxed until you withdraw funds at retirement.
What kinds of health insurance are there?
There are essentially two kinds of heath insurance: Fee-for-Service and Managed Care.
Although these plans differ, they both cover an array of medical, surgical and hospital expenses.
Most cover prescription drugs and some also offer dental coverage.
These plans generally assume that the medical professional will be paid a fee for each service provided to the patient.
Patients are seen by a doctor of their choice and the claim is filed by either the medical provider or the patient.
There are essentially two kinds of heath insurance: Fee-for-Service and Managed Care.
Although these plans differ, they both cover an array of medical, surgical and hospital expenses.
Most cover prescription drugs and some also offer dental coverage.
These plans generally assume that the medical professional will be paid a fee for each service provided to the patient.
Patients are seen by a doctor of their choice and the claim is filed by either the medical provider or the patient.
If you are a contractor (of any industry), you'll promise clients that you'll finish their work according to their stipulations.
Contracts are not stipulations to take lightly.
They are legally-binding.
Yet, you can't eliminate the possibility that a project will go awry.
If you make a contract with a client, a surety bond functions as a guarantee that you will do the work accordingly.
If you fail to follow or complete a contract, the client can file a claim against the bond.
Therefore, they'll be able to recoup some of the money lost by the failure of the project.
Contracts are not stipulations to take lightly.
They are legally-binding.
Yet, you can't eliminate the possibility that a project will go awry.
If you make a contract with a client, a surety bond functions as a guarantee that you will do the work accordingly.
If you fail to follow or complete a contract, the client can file a claim against the bond.
Therefore, they'll be able to recoup some of the money lost by the failure of the project.
Reviews
Be the first to review Thielen + Insurance, Bonds, & Investments.
Write a Review
