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...

holding hands on sofa

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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What’s the Right Life Insurance Premium?

Fred’s attorney had no indication of whether Fred’s life insurance policy was healthy or not. According to Fred, it hadn’t been looked at in almost ten years. Familiar with how we’ve added value to other clients in the past, the attorney asked us to review the policy for Fred. Here’s what we found. Problem The...

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Three Times A Life Settlement Makes Sense

The reason to consider a Life Settlement of an existing life insurance policy is to be sure you don’t leave any money on the table. Many clients don’t realize they might be sitting on an asset that can be turned into cash – the sale of an unaffordable or unneeded life insurance policy.  (We have...

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