by admin | Jan 8, 2021 | Planning
You presumably want to spend more time with your family because you care about them. Well, buying life insurance is the ultimate way to show that you care about your family. On a day-by-day basis, and you should absolutely strive to achieve this resolution. But for a...
by admin | Dec 26, 2019 | Planning
Long-term business planning can ensure and extend the success and profitability of a business, and protect hard-earned equity. As a business owner, you engage in a variety of planning activities to produce and market a product or service and expand the business. At...
by admin | Nov 21, 2019 | Planning, Retirement Planning
There are ways Life Insurance in Retirement can provide advantages to your planning and security. As retirement draws near, it’s only natural to look at your life insurance coverage and wonder whether any changes should be made. After all, you might have first...
by admin | Nov 14, 2019 | Estate Planning, Planning
The Underwriter’s Corner: Underwriting Q & A Current News: New Bill Would Allow More Annuities in 401(k) Plans The SECURE Act is one step closer to becoming law, and with it, Americans would see a few tweaks to the way the retirement system works. As part of...
by admin | Sep 9, 2019 | New Insurance Solutions, Planning
Economic and demographic shifts are making life insurance and annuities more attractive options to boost fixed income, financial advisors say. “In a typical 60/40 portfolio, because bond returns are at a 50-year low, I’m seeing people moving funds from bonds to either...
by admin | Jul 8, 2019 | Family Concerns, Planning
A life insurance beneficiary is the person or entity you name in a life insurance policy to receive the death benefit. You can name: One personTwo or more peopleThe trustee of a trust you’ve set upA charityYour estate If you don’t name a beneficiary, the death benefit...