Don’t Need or Want Your Existing Life Insurance?
What Is The Market Value Of Your Existing, Inforce Life Insurance Policy? By now, we have all heard stories about someone that received a significant cash […]
Department of Labor Fiduciary Rule is DOA
Today, the President delayed the Department of Labor’s Fiduciary Rule that was set to take effect in April. I have been advocating for either a […]
Make Annuities Great Again!
Keep current with relevant News from the Life Cycle Planners Newsletter: http://conta.cc/2iKkDkP Guaranteed Income Matters in Retirement Large amounts of guaranteed income for life is […]
Chatzky – Today Show: Make your money last with an annuity
Jean Chatzky’s segment on the Today Show this week includes an important recommendation about guaranteed, lifetime income. I think Jean could go further when […]
ROI = Reliability of Income
In Retirement, ROI is Reliability of Income. Helping you shift your focus from asset accumulation to guaranteed income will create more security in your retirement plan. Economists, professors […]
Long Term Care Covers More Than You Might Think.
Most people report uncertainty about the definition of claim triggers in their long term care insurance policy. My experience confirms that people want a better […]
The Longevity Story
The longevity story
7 Helpful Tips to Review Life Insurance
Life Insurance Policy Forensics Follow the 7 helpful tips to review life insurance coverage below and you will either improve it or have confirmation that […]
The Value of a Professional’s Advice
Professional Advisors Vital to Financial Health. Research supports getting advice from professional advisors for the purposes of achieving better results when it comes to: insurance, […]
Life Insurance Premium Financing – Does It Make Sense?
The goal of a properly structured life insurance premium financing arrangement is to purchase permanent life insurance using a commercial loan or a private family […]