LILP vs. ILIT: What’s the best entity structure to hold your premium financed life insurance policy?
Morgan Goheen brings together an expert panel to discuss some of the recent changes and successful strategies in premium financing today.
A Beginner’s Guide to Long-Term Care Insurance
Long-term care is expensive, but with the right planning and insurance, you can protect your financial future.
How Can You Plan for Long-Term Care?
Statistics say there is a 70% chance that you or your spouse will experience a need for long-term care, but most people wait too long before applying.
3 Questions to Consider When Choosing a Life Insurance Policy
If you’re not sure where to start with choosing a life insurance policy — or if you’re re-evaluating your current policy and looking to lower your premiums or increase your coverage — consider these three questions to help direct your decision making.
Is Tax Planning Missing in Your Retirement Planning?
Too many retirees believe that they don’t have to do any planning in retirement, but there are hidden traps waiting for the unsuspecting.
Don’t Let Timing Ruin Your Retirement
The timing of when you begin withdrawing money from your investments can dramatically impact your long-term wealth.
What is a Rider and How Does It Help You Save on Insurance?
A rider is a provision in an insurance contract, either life insurance or an annuity, that is purchased separately and provides additional benefits beyond the basic policy. Riders help meet your specific needs.
Estate Planning is not just about Estate Taxes, It’s About a Total Plan
You’ve worked so hard to build your net worth, but it could fall into a sinkhole if you don’t do estate planning.
The 3 Stages of Your Financial Life
As you grow and evolve in your career you’ll find yourself in different stages financially. We’ve broken those stages down so that you can properly prepare for each one.
What’s the Difference Between a Will and a Living Trust?
People often get confused between the difference between a will and a living trust. We’ve broken it down so you can understand take advantage of the right option for you.
