With Life Insurance, the Company Matters.

Contrary to popular belief, not all life insurance companies are the same. Buying similar plans can end up with dramatically different results later on, depending on the quality of the organization issuing your policy. Here’s why: Problem When we conduct an independent policy review, an important part of our process is checking out the issuing...

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An Ounce of Prevention

I was at an Estate Planning meeting recently. The room was filled with attorneys, CPAs, and investment advisors – it was a great cross-section of the various professions who serve as advisors and provide guidance and advice to their clients. The program was a case study. We were asked to discuss the issues that concerned...

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Is Renting Your Insurance Better? It Depends…

Fred and Barney are the same age and in good health. They both need the same amount of life insurance protection and they both have discretionary income. Fred is a saver and Barney is a spender. As a saver, Fred doesn’t like to rent things-he likes to accumulate. Since he’s already saving it makes sense...

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Avoid Being a Victim of Life Insurance Fraud Pt. 2

Life insurance fraud is an unpleasant experience. Consumers across the country are frequently targeted. Last week, we provided four ways you can help avoid life insurance fraud.  But there are more. Here are three more ways that you and your family can avoid being victimized by an unethical company or agent. Shop around Just like all...

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