Grandpa and grandson at beach

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...

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...

Grandmother and granddaughter

Employer Life Insurance Plans May Not Be Enough

Most jobs these days include life insurance as a benefit for employees. It’s a valuable benefit while employed there, but how well does it protect the employee’s family? Too often, not well enough. Here’s why: Problem First of all, it was never intended (and normally isn’t) a complete solution. One or two years salary for...

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