Where is Your Money Taking You?
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Posts — Category: Insurance
Smart Choices in Supplemental Health Insurance for Seniors
As we get older, our health becomes more important than ever—after all, we’ve got to keep up with the grandkids somehow! But even with Medicare, unexpected health costs can sneak
Jan, 09 2025
Longevity Insurance: A Unique Solution for Retirement Planning
Longevity insurance guarantees you a steady income in your late retirement years, typically starting at age 85, so you can enjoy your golden years without the worry of running out
Nov, 06 2024
How to Use Life Insurance for Estate Planning and Wealth Transfer
Losing a loved one is hard. It can be even harder if your family is suddenly struggling financially. Nobody wants to leave their family in a mess. Life insurance can
Oct, 14 2024
The Importance of Reviewing & Updating Your Life Insurance Policy Regularly
Simply put, a life insurance policy is not a set-it-and-forget-it financial tool. It requires regular reviewing and updating to ensure it keeps up with your life’s changes, like marriage, buying a home,
Oct, 07 2024
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Maximizing Protection: How to Leverage National Insurance Awareness Day for Your Secure Future
“Life is short, and it is up to you to make it sweet.” – Sarah Louise Delany Why does National Insurance Awareness Day matter to you? Occurring annually on June
Jun, 12 2024
Naming a Life Insurance Beneficiary: Tips For Effective Estate Planning & Taxes
“The goal of retirement is to live off your assets—not on them.” – Frank Eberhart Selecting a beneficiary for your life insurance policy is a pivotal choice that should be
Apr, 12 2024
Mastering Types of Insurance & Wealth: Turn Life Insurance into Cash
Life insurance is a secret tool that can create incredible wealth after retirement. Life insurance, often viewed primarily as a tool for financial protection, can also emerge as a cornerstone
Dec, 11 2023
Military Benefits for Retirees: What Veterans Need to Know
Transitioning from military service to civilian life can be difficult, so it’s important for veterans and their families to understand the numerous free benefits available. These supports span many aspects
Oct, 31 2023