Month: July 2016

You Bet Your Life There’s Value in Life Insurance

Life insurance can be very complicated and confusing. It’s also an area where mistakes can be made very easily.

A recent study that looked at the life insurance purchased by 94 ultra-wealthy business owners with a net worth of $30 million or more showed that roughly 40% of them didn’t have the appropriate level or type of life insurance—or it wasn’t properly struct...

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Have Control of Your Assets from the Grave!

Estate planning lets you determine how you want your assets distributed upon your death. Not to be morbid, but for those under 40, be advised that dying doesn't just happen to old people. In many instances, young people believe that's the case, which is an impediment to getting this last piece of the financial plan completed. Read More