Why Do Wealthy People Need Life Insurance?
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.
The Term Life Insurance Convertible
We’re going to talk about some provisions of the term life insurance policy that many people have.
Have You Planned for Your Retirement? Part 2
As outlined in Part 1, given all the factors that need to be considered in order to plan for your retirement, there is really no way to determine what is the exact right amount of money. There are, however, certain things that you can do to position yourself in the best possible way.
What is Your Bathtub Test Score?
The bathtub test: It is time to get serious about what’s going on with long-term care.
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.
Mortality Credits and Guaranteed Income
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.
529 Alternative
Today, most people are saving money for college, using 529 plans. 529 plans have some nice tax benefits and some great advantages. These plans have become the most popular way people save money for college. Today we want to introduce to you an alternate way to save for college.
The Efficiency of Money
Americans are trying to save money for retirement. People are trying to find the best way to do that but many are confused as to where their money should go.
Which Do You Insure, the Goose or the Golden Egg?
Today, I want to introduce a video that talks about disability insurance – - insurance to protect the goose.
Financial Organization – Part 3
The proverb goes “A “Picture is worth a thousand words” and the truth of that proverb is very clear once we’ve created the game board or visual picture of our client’s financial model. In this blog, we are going to list some of the most common shortcomings of the nine Protection drawers.