Insurance Issues

Understanding Life Insurance

Life Insurance - Most people own it, but do they really understand it? Life insurance may be the most complex financial product in existence – but why should this matter to you?

Were You Sold Something or Do You Need It?

It's 2020...Take control of your future so you can live Life on purpose! Don’t be sold something you don’t need. Invest in something you do need. Find out more on this week's episode of Life Planning 101.

No Way Around It

Why is it human nature to do nothing until the pain is bad enough? Why do we not take preventative measures for our health, our business, and future?

Life Insurance Isn't Just for Dying

Don’t get me wrong. When you buy life insurance, you are buying a benefit to pay out upon your death - a benefit “you” will never see. However, life insurance may be just the tool you need BEFORE you’re six feet under. Consider these five concepts:

What is Life Planning?

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. And one reason behind this procrastination is that they are overwhelmed by the complexity of the task and don’t know where to start. I 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!

The Impact of Your Long-Term Health

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. 

Understanding Medicare

It is not an easy feat to understand all the aspects of Medicare, much less choosing the plan that is right for you. We're here to help you understand the system so that the task is not so daunting.

Death - It Happens...Is Your Family Ready for Yours?

Did you know twenty percent of men die before retirement age? Is your family ready if you were killed today? Would they be taken care of the way you would want?

The Fast Track for 2019

What resolutions can you make for 2019 that will help you keep your eyes on the future while still cleaning up the messes you have in the meantime Here are the top five in regards to your financial plan.

Seeking Your Purpose

God put us here with purpose. It is our responsibility to seek it and be it. Find your direction and focus your efforts and courage to make 2019 the best year ever!

2018 Year End Planning

As 2018 draws to a close, there are important things that need to be addressed now rather than later. Find out what these issues are and more on this week's episode of Life Planning 101. Also, our in-house CFA Aaron Kennedy joins us to give us a market update. You don't want to miss this!

Medicare Advantage Plans

An Advantage Plan may not be all it’s cracked up to be. Medicare Advantage Plans are not for everyone and you need to know why. Remember that if it sounds too good to be true, it probably is—especially in the world of Medicare.