Planning for Blended Families and Second Marriages
What 6 topics should your family consider?
What 6 topics should your family consider?
If you have spent much time listening to financial pundits, you are probably familiar with the phrase “buy term and invest the difference”. This hotly contested concept has been widely discussed in the financial industry for years.1
Situation: When the financial future of a business is dependent on the specialized skills, knowledge, or influence of a person or persons, the business should seriously consider acquiring insurance to help cover its potential loss at the death of such employee. Such insurance coverage is usually referred to as key person life insurance. A key […]
The hardest part in working with business owners is getting them to purchase the life insurance they need. However, once the buying decision is made, the next most difficult challenge may be getting the insurance carrier to issue the amount applied for. Packaging the case is critical, particularly when large amounts are being requested. The […]