Blog
COVID-19 Pandemic
To our clients, agents, and friends: This is a critical moment in the world. With the situation evolving quickly, we must all do our part
Pandemic, Seniors and Retirement: Protecting Yourself Physically and Fiscally
One thing we know from the coronavirus pandemic data is that older Americans (60+), males, and those with pre-existing conditions are most likely to succumb
What is a Life Insurance Policy Appraisal?
Do you know how much upfront cash your life insurance policy could be worth? Selling your life insurance policy could be worth more than what
Trends in Alternative Retirement Strategies
Any time you develop a plan that dramatically affects your life, whether its health, financial, career-related or otherwise, a well-thought-out and customized plan is often
Effects of a Global Pandemic on Lifespan and Retirement Goals
The global pandemic has brought uncertainty to the world in many ways. From health concerns and unemployment to economic challenges, COVID-19 has changed the way
Cancer Creates Financial Stress, or Toxicity
Financial toxicity is a growing concern for people who have been diagnosed with cancer and the fiscal reality of paying for treatment. With the addition
Testing Positive for COVID-19 Might Affect Your Life Insurance Value?
The COVID-19 pandemic has had significant impacts across most of society, and the life insurance industry is no exception. The most immediate effect has been
Which of the Following is Not True of Life Settlements?
A life settlement can be a highly effective way of accessing the value stored in your life insurance policy. But as with any kind of
When Can You Sell Your Life Insurance Policy?
Choosing to sell your life insurance policy can benefit if the payments are too big for your budget. You may want to consider selling all
How Does Inflation Impact Life Insurance and Retirements?
Inflation continues to be a significant concern impacting the cost of food, utilities, fuel, and other items. Over time, your money won’t be able to
What is a Retained Death Benefit?
A retained death benefit enables a policy owner to keep part of his or her life insurance death benefit when they sell a larger portion
Financial Freedom Is the Freedom to Retire
Laws regarding the minimum age for retirement account withdrawals and receiving social security retirement benefits have led to the belief that retirement is an event