Latest
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How to Donate Your Life Insurance Policy to Charity
Donating an unneeded life insurance policy to charity can extend your charitable legacy. To maximize that gift, consider methods that may reduce your tax burden.
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Five Tips for Choosing Your Insurance Agent or Broker
Selecting an insurance professional could be as important as picking a surgeon. It might not be literal life-or-death, but it could be financial life-or-death.
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I Didn’t Think I Needed an Estate Plan Until This Happened
This financial professional was motivated to get her estate plan in order after the untimely death of a loved one. She shares six simple steps to do that for yourself.
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The Different Types of Life Insurance
Life insurance can financially protect your loved ones after you pass away.
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When Is the Perfect Time to Buy Life Insurance?
This is not an easily answered question, other than 'when you're the youngest and healthiest you can be.' Your occupation, habits and extracurricular activities will also affect your premium.
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Should You Take the Survivor Option on Your Pension?
In some cases, you could buy life insurance instead and get a better deal in protecting your spouse. There are some things to keep in mind, though.
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Should You Buy Life Insurance? Four Cases When You Should or Shouldn't
insurance If no one depends on your income for support, you probably don't need life insurance at all.
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Six Essential Retirement Strategies for Baby Boomers
Emergency funds, estate plans, different kinds of insurance and smart investing strategies are all parts of a strong retirement plan.
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Whole Life Insurance: A Multipurpose Financial Planning Tool
retirement Here’s how whole life insurance works, along with five key benefits (including savings and tax-efficient inheritance), as well as a few concerns to consider.
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