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I want to introduce our 3-part video series called, Retirement Risks. These videos go into depth on some of the planning that we think is critically important for generating a sustainable retirement income that you can enjoy for the rest of your life. I hope you find these videos useful.
Why would well-educated, smart, successful, wealthy people buy life insurance? If somebody dies, there is plenty of money for the family. Life insurance for the wealthy is a tool with a multitude of uses.
Many people think that in life we need to accumulate a certain amount of money to be able to retire. Today we have so many factors that are making people aware of the need for retirement planning.
The bathtub test: It is time to get serious about what’s going on with long-term care.
How often should people be reviewing their estate plans and estate plan documents?
I want to introduce a concept that has become popular over the last few years since interest rates have gone down. It is a concept called Premium Financing, with which wealthy people can acquire needed life insurance liquidity for trusts set up for their families.
Sometimes we believe certain things are true just because that’s the way that everyone else seems to believe. What if something wasn’t right, or could be better, but you can’t see it? Would you want to know about it?
Today I wanted to introduce a video called the “Basics on Annuities”. Enjoy this short, two minute video on fixed annuities and let us know if there is anything we can do to help educate you on how annuities might be something to be considered as part of your retirement plan.
Retirement planning for people over the last 5-6 years has become a little more challenging than it used to be. People are now more cautious with their money, and their focus on generating guaranteed income for life is becoming a greater necessity.
Today I want to introduce a video that was posted on the Life Website. The video talks about a family and long term care. It’s an interesting story and highlights the challenges that many people face.
