by admin | Apr 22, 2020 | New Insurance Solutions
Applications for life insurance have changed drastically in recent years. Amazingly these changes seem to gave set up the life insurance industry for smoother operations during the chaos of a pandemic and global quarantines. Scary as the times are, we are able to...
by admin | Apr 16, 2020 | Why Life Insurance
What do you need to know about life insurance? If you feel a bit in the dark when it comes to understanding life insurance, you’re far from alone. According to a study last year from nonprofits LIMRA and Life Happens, fewer than 6 in 10 Americans have life...
by admin | Apr 6, 2020 | Estate Planning
It’s time to re-evaluate IRAs. Both workers and retirees may need to rethink some of their estate planning considering the newest spending bill. The Setting Every Community Up for Retirement Enhancement (SECURE) Act, part of the massive bill, makes major...
by admin | Mar 31, 2020 | New Insurance Solutions, Retirement Planning
Take notice of the recent repeal of Stretch IRAs. On December 19, 2019, Congress approved a $1.4 trillion appropriations bill that included significant changes to the way IRAs and qualified plans will be administered, effective on January 1, 2020. Two of the...
by admin | Mar 24, 2020 | Financial Planning, New Insurance Solutions
Tax-deferred annuity? The world of investing has gotten more complex as the years have gone on. The flood of new products and investing strategies continues to evolve with time. Whether age-based target funds, long/short mutual funds, market-weighted ETFs, structured...