A New Solution to an Old Problem
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.
Are You Worthy of Trust?
“Are You Worthy of Trust” is an article written by leadership consultant Dennis Hooper. I’ve used this piece as a guiding principle to measure myself: Am I worthy of trust to earn your business?
Concerned About Having a Sustainable Retirement Income? Watch this!
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.
The Rock and the Ripple
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.
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.
Disability Insurance Series – Part 4
I want to introduce to you a type of disability insurance for big earners, people that make in excess of $800,000 or $1 million a year. This would include high net worth people such as athletes and entertainers.
Disability Insurance Series – Part 3
Today I wanted to introduce an article containing an interview of a very dear friend and colleague of mine, Mr. Evan Schwartz of the law firm, Quadrino Schwartz. Evan has a national practice that specializes in the litigation of disability claims.
Disability Income Insurance Series – Part 2
What are the different types of disability insurance that somebody can purchase? A lot of times people just think it is individual income replacement in the event that someone becomes too sick or hurt to work. However there are a variety of different types of disability insurances that a person can choose to purchase if they qualify, and each of these disability policies solves a different need.
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).