Life Insurance Ownership and Beneficiary Designations
Not coordinating your life insurance policy’s ownership & beneficiary designations, may nullify its purpose. Read more in this week’s Insurance Tip.
Be Wary of Variable Annuities
Investors who have annuity contracts with capital gains are in a sweet spot to take advantage of a 1035 exchange. We explain in today’s Marietta Daily Journal. Read the Article
Penalty for Not Having Health Insurance Surprises Many
The penalty for not having health insurance is the GREATER of two calculation methods. Learn more in this week’s Insurance Tip.
Changing Annuities
Our experts discuss annuities with a long-term care component and how they may be able to offset issues investors may have obtaining long-term care coverage.
When Disaster Strikes: Deducting Casualty Losses
Tornado hit your house? You may be able to claim a casualty loss deduction on your federal income tax return. We explain in this week’s Insurance Tip.
What information will I need before shopping for an auto insurance policy?
You’ve been putting off shopping for auto insurance. It’s not that hard. We offer some guidelines to make it easier in this week’s Insurance Tip.
Disability Insurance: Understanding Waiting Periods
The length of your waiting period affects the cost of your disability insurance premium. Read more in this week’s Insurance Tip.
Life Insurance and Terminal Illness
Your life insurance policy may be a valuable resource for you and your family if you’re faced with a terminal illness. We explain in this week’s Insurance Tip.
How long will I have to pay for private mortgage insurance?
You can request PMI cancellation directly from your lender when your mortgage balance is 80% of the original home value. Learn more in this week’s Insurance Tip.
Should I buy travel insurance?
If the financial benefit and peace of mind outweigh the premium cost, travel insurance may be for you. Learn more in this week’s Insurance Tip.