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{1:42 minutes to read} While we can accumulate money and assets, there is one asset above all others that needs protection. That asset is our ability to continue to earn income. How do we protect it? With quality disability income insurance.
September is Life Insurance Awareness Month and I urge each of you to take a look at your life insurance. In the August 9 issue of the Wall Street Journal, an article featured a couple of retired school teachers in upstate New York who, years ago, when interest rates were significantly higher, purchased a type of insurance product that was based upon those interest assumptions. Unfortunately, their life insurance premiums went up significantly because of the low interest rate environment that exists now.
{1:00 minutes to read} September is Life Insurance Awareness Month. Other assets that you purchase, such as investments, real estate, or property, get reviewed and managed as a matter of course. But when it comes to life insurance, many times people just buy it, put it in a drawer, and leave it there.
{1:36 minutes to read} Today I want to talk about life insurance and estate planning for those that can afford it and are insurable. Like peanut butter and chocolate in a Reese's peanut butter cup, life insurance and an irrevocable trust are 2 things that go great together.
{2:30 minutes to read} In a prior blog, we talked about a concept that is still very popular today called life insurance premium financing. Life insurance premium financing is a strategy that takes advantage of a low interest rate environment. It's not for the many, but it's definitely for the few.
{1:20 minutes to read} Many people are trying to manage life insurance policies, whether they’re policies on their own life, or policies in a trust for which they are a trustee. You have to make the best policy decisions.
This blog post is rated NC17. Before reading, know that it contains language that could be considered inappropriate and offensive. While we say this with good humor, the reality is people are living longer and longer.
One idea that we would like to share with the advisors we work with is a concept that many people have found to be worthwhile. We call it, Gift Of A Lifetime or GOAL.
The world of long-term health care continues to rapidly evolve as people are living longer and longer, and retirees face challenges regarding how best to protect their wealth from the cost of long-term care.
That ripple effect is an analogy I want to utilize in our discussion about what happens to a family when they properly protect themselves with permanent life insurance – and in particular, whole life insurance.
