Insurance Issues

Have You Outgrown Your Advisor?

I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Because of this, I thought I might take a minute to educate you a little about our industry.

Life After Graduation (Rebroadcast)

Graduation is a major step for those important young adults in our life. A parent’s goal is always to see their kids launch successfully and stay successfully launched. How do you do that? Well, we have few ideas for you.
You can read the corresponding article on our website at: https://www.kennedy-financial.com/blog/life-after-graduation-what-should-your-kids-know.

Are You Being Stuffed into an Insurance Box?

We were honored to have Cori Slingerland with Mosaic Planning Group join us this week. Cori discussed the difference between a brokerage firm and a captive company. She also discussed the importance of being honest with your agent and more! You can find out more about Cori and the Mosaic Planning group at: https://mosaicplanninggroup.com/.

Are You Taking Your Financial Supplements?

Recently I was speaking with a client about how important it is to take preventative measures in regard to health - eating right, exercising, and taking the right supplements. It is just as important that we take preventative measures in regard to our finances - planning for the worst-case and best-case scenarios, exercising good financial habits, and revisiting your plan on a regular basis to make necessary changes.

When to Start Planning (Rebroadcast)

Angela was honored to be a guest on the Real Wealth podcast with Jim Silbernagel to share the benefits and pitfalls that could occur when starting a financial strategy later in life. Please enjoy this gem from our archive.

The 8 Life Planning Issues

Over 35 years of working in various fields of Life Planning has shown us that most people don’t plan to fail –they just fail to plan. And one reason behind this procrastination is that they are overwhelmed by the complexity of the task and don’t know where to start. We feel it is very important for every family to seek help and take the time to focus on the questions that need to be addressed. I encourage you to be proactive as opposed to reactive and live your life on Purpose!

6 Things You Probably Didn’t Know About Life Insurance

Today there are thousands of insurance carriers, tens of thousands of products and even more bells and whistles on top of that. How do you know what you truly have and if it will be there when your family really needs it? September is Life Insurance Awareness Month. This week, we share 6 things you probably didn't know about life insurance.

The 70 Percent

According to the Administration for Community Living, 7 out of 10 people turning 65 will need long term healthcare services in their lifetime. Imagine working and saving your entire life only to find your income cut in half when you finally retire. Chose diligence to protect the ones you love the most. 

Personal Liability Insurance

Do you have it? Do you have enough? Does it cover what you think it does? Life happens. Make sure you know what you need and know what you have, then act on it. Here are 4 things to consider.

Decompress from Stress

Life gets stressful sometimes, there’s no way around it. This week we give you some tools you can use to help decompress from the stress…whether its financial, business, or life.

Preventative Financial Care

Over 35 years of working in various fields of Life Planning has shown me that most people don’t plan to fail –they just fail to plan. I encourage you to be proactive as opposed to reactive and live your life on Purpose!

Long-Term Care Insurance

This week we rebroadcast an episode from 2017 with special guest Scott Conley from Crump Life Insurance Services. Angela and Scott discuss the importance of having Long-Term Care Insurance as a part of your estate strategy.