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Posts — Category: Insurance

Longevity Insurance: A Unique Solution for Retirement Planning
Insurance

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

Life Insurance for Estate Planning
Estate PlanningInsurance

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

Updating Life Insurance Policy
Financial Wellness 101Insurance

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,

National insurance awareness day
Insurance

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

Life Insurance Beneficiary
Estate PlanningInsurance

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

Turn Life Insurance into Cash
Insurance

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

Military Benefits for Retirees
InsuranceRetirement Planning

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

Medicare Vs. Private Health Insurance
HealthcareInsurance

Medicare Vs. Private Health Insurance: What Retirees Need to Know

Navigating the realm of healthcare coverage can be a daunting task, especially for retirees who must choose between Medicare and private health insurance. With complex terminology and countless options, how