Check the background of this investment professional on FINRA BrokerCheck

Insurance Planning

Disability Income Insurance Series – Part 1

If you ask people, especially highly compensated employees, about their group disability plan at work, most of them shake their heads and say “I’m good, I’m set, I have it.” But they don’t really understand how their group Long Term Disability (LTD) Plan works in the same way that they understand their group health and 401(k).

Premium Financing? What is That?

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.

The Importance of Planning for Long Term Care

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.

The Guru Is Now a Believer! – In Long Term Care Insurance

Today, I want to introduce a couple of videos by Suze Orman, the well-known financial media mogul. Suze has never been a big proponent of insurance products and long term care, however in these videos she shares her real life experience with her mother who is in need of care that is supposedly costing $25,000-$30,000 a month for home nursing and round-the-clock care.