Your financial well-being requires remaining informed and knowledgeable about the various products and services offered by banks, credit unions, insurance companies, investment and securities firms and other financial institutions. The Vermont Department of Financial Regulation provides tips, information, educational support and other assistance.
Insurance
- Flood Insurance Resources - Tips, resources and more.
- How to File an Insurance Complaint
- Find a Missing Life Insurance Policy - NAIC Life Insurance Policy Locator Service | for assistance locating life insurance policies and annuity contracts of a deceased family member or others of close relations
- Long-term Care Insurance
- Medicare Supplemental Insurance Shopping Guide
- Medicare Supplemental Rates
- No Surprises Act - protects consumers with most types of private health insurance coverage against certain surprise medical bills
- Speakers Bureau - DFR subject matter experts are available for presentations at businesses, schools, senior communities and more
- Types of Insurance
DFR Grants / Funds
- COVID - Paid Leave Grant Program
- Financial Services Education Grant
- Securities Restitution Fund - established in 2019 to provide restitution to victims of securities law violations
Financial Literacy
- DFR Pamphlet - Avoid Scams and Fraud
- FDIC Info on Bank Accounts for Teens: "Your First Job? This is a great time to open your first bank account, too."
- Financial Exploitation of Elderly and Vulnerable Adults - National Adult Protective Services Association
- Informed Investor: How to Spot Imposter Scams
- Learn to Avoid Scams and Frauds - information, videos and other resources
- License Verifications - verify whether a financial entity or individual is licensed or registered to conduct business in Vermont
- Manage and Invest Your Money - Topics include banking, investing and the "When I'm 65" Educational Series
- Mortgage Assistance Guide
- MyMoney.Vermont.gov - the official State financial literacy website contains helpful tools and other resources for adults and children
Continuing Care Retirement Communities in Vermont | 8 V.S.A. § 8017 - Consumers Guide
Wake Robin is the only registered Continuing Care Retirement Community (CCRC) in Vermont. A CCRC must offer a “continuing care contract” - defined as “a contract under which a provider is to furnish continuing care to a specified individual in return for payment of an entrance fee that is in addition to, or in lieu of, the payment of regular periodic charges for the care and services involved."