Jim Crone, CLU®, CFS®, joins “Money Talks” to discuss the importance of reviewing life insurance policies, and explores a situation where repositioning an existing life insurance policy was able to create equity in a family’s estate plan.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you can protect your assets from risks you incur in your everyday life. Read the Article
Managing Associate Shawna Theriault, CFP®, C.P.A., and Dr. Gene explore a case study of an average family whose assets could be at risk because they lack a personal liability policy, also known as an umbrella policy. Shawna explains how lacking this coverage could put their financial future at risk.
Retiring early? You need to consider your health care coverage options until you’re eligible for Medicare. Learn more in this week’s Insurance Tip.
Paying PMI on your mortgage? Good news is it won’t last forever. We explain in this week’s Insurance Tip.
It’s possible to trigger an unexpected taxable event when dealing with annuities. We explain in this week’s Insurance Tip.
A group disability insurance policy can be an affordable solution to your need for income protection. We explain in this week’s Insurance Tip.
Not offering affordable health coverage to your employees? Your business better fall in the under-50 category! We explain in this week’s Insurance Tip.
When planning long-term care, there are many things to consider. Use this week’s Insurance Tip checklist to help organize your information.
Comparing insurance policies may make your eyes glaze over, but all policies share certain common elements. Learn more in this week’s Insurance Tip.
