Insurance and Financial Planning Resources

Insurance Resources to Help You Make Wise Choices

Good decisions don’t just happen; they are made thoughtfully as a result of knowledge. As part of The Nathan Agencies’ commitment to customer service, here is a list of insurance resources where you can find helpful information to guide your decision-making.

Streaming Articles
Trusted Choice and The Nathan Agencies are happy to provide a series of streaming articles pertinent to current insurance issues.

Health Insurance

Massachusetts Consumer Guide
Great resource for self-employed, small business, and individuals to find information on MA health insurance.

Health Communities
Comprehensive medical information designed and monitored by physicians; conceived by local Hampshire County doctor; women’s health section; clinical trials, support groups, etc.

A Healthy ME
Blue Cross/Blue Shield of MA consumer site; variety of medical help topics, alternative care, etc.

Massachusetts Health Connector
Resource for MA residents on MA health care reform.

Elder Issues

Massachusetts Guide to Long Term Care

Comprehensive guide to many issues affecting elders including housing, LTC, etc.

Massachusetts Department of Elder Affairs
State agency regarding senior citizens (health care, nursing homes, advocacy, etc.

National Academy of Elder Law Attorneys, Inc.
National organization of attorneys who specialize in estate planning issues, elder law, Medicaid, etc.

Links to All Carriers of Medicare Advantage and Prescription Drug Insurance Products sold through our agency.

Life Insurance

National Association of Insurance Commissioners

Buying Life Insurance and Annuities in MA
Mass State website


Kelly Blue Book
How much is your vehicle worth?

Massachusetts Registry of Motor Vehicles
Renew your registration, pay fines, and other services.

Massachusetts Board of Appeal
Information on auto surcharges, auto cancellation, and driver’s licenses.

Property Protection

Consumer Affairs and Business Regulation: State of Massachusetts
How to save on your homeowner’s insurance.

Federal Emergency Management Agency (FEMA)
National Flood Insurance Program.

Protecting Your Home
IIAA’s consumer site, learn more about what is covered in a homeowner’s policy.

Business Protection

Small Business Administration (SBA)
U.S. Small Business Administration

Internal Revenue Service
Helpful for individuals as well as businesses. Lots of well-organized information.

Associated Industries of Massachusetts (AIM)
Representing businesses in Massachusetts.

IIAA Consumer
General information regarding business insurance.

Financial Services

College Planning
Filled with helpful information about college planning, testing, etc.

Commonwealth of Massachusetts Securities Division


MFS Heritage Planning
Great consumer site for intergenerational planning

CNN Financial News

Capital Analysts Incorporated

Insurance Rating Services

A.M. Best Ratings
U.S. Small Business Administration

Moody’s Ratings

Standard and Poors Ratings

Fitch Ratings (Duff & Phelps)
General information regarding business insurance.

Federal/State Government

Massachusetts Legislature
Contact legislators, access laws, and proposed laws.

Social Security Administration
Check benefits and more.

Massachusetts Department of Insurance
Main Web site for Massachusetts insurance related topics, changes in law, and participating companies.

Internal Revenue Service
Helpful for individuals as well as businesses, lots of well-organized information.

Member Organizations

National Association of Independent Financial Advisors.

Association of Health Insurance Advisors

Amherst Chamber of Commerce
Our local business association.

Financial Planning Association.

Massachusetts Insurance Association.

Amherst Rotary Club
Our local chapter providing community support.

Amherst Chamber of Commerce

Local Online Resources


The Valley Advocate

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