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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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Avoid Being a Victim of Life Insurance Fraud – Part 1

There’s no doubt that life insurance fraud is a serious problem, yet this issue victimizes many. There are unfortunately occasional instances where families are taken advantage of by companies and individuals who prey on consumers’ lack of knowledge in the industry. These tips can keep you informed on the basics of life insurance to help...

Solution: Split-Dollar Life Insurance

We’ve all been in situations where something interesting caught our attention until it started getting complicated. It might be a really good idea, but the fog of the complexity quickly overwhelms the simplicity. At that point the interesting thing gets lost in the jungle and we walk away. That’s a normal reaction. Sometimes, however, it’s...

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Money and the Married Woman: Financial Planning For The Future

I was surprised to read a report that revealed several tendencies regarding the financial situation of older widows or divorcees. The report stated that 56% of married women leave all of the financial planning and investment considerations to their husbands. 56% You might think that this type of situation would be changing with younger couples....

Fred Flintstone’s Lessons on Life Insurance

Before he became a famous television star, Fred Flintstone had a career hunting saber-tooth Tigers. It was very risky. The worker’s comp was so expensive he couldn’t turn a profit. Frustrated, he decided he wanted to go into a career that eliminated risk, so he went into the life insurance business. Life insurance policies had...

Why Executors Need Documents

“You’re my executor.” Over the years, many trusted family members and friends have heard these words. It’s one of the first steps when securing an estate plan, and also one of the most important. Having a competent executor, (or trustee) after all, helps to manage your clients’ affairs and wishes according to their directions. But...

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