Fred and Barney are the same age and in good health. They both need the same amount of life insurance protection and they both have discretionary income. Fred is a saver and Barney is a spender.
As a saver, Fred
Ronald Reagan popularized the phrase “If it ain’t broke, don’t fix it.” In many cases, that’s good advice. If, however, you’re a crew member on a submarine (like I was) – it’s not good advice at all.
We were trained
There’s always time, right?
That’s not always the case. Millennials have student loan debt, medical insurance, rent, utility bills, and not to mention, many concerts to attend. You want to travel and go to the new Vietnamese restaurant that opened
Fred’s attorney had no indication of whether Fred’s life insurance policy was healthy or not. According to Fred, it hadn’t been looked at in almost ten years. Familiar with how we’ve added value to other clients in the past, the
Life insurance fraud is an unpleasant experience. Consumers across the country are frequently targeted. Last week, we provided four ways you can help avoid life insurance fraud. But there are more.
Here are three more ways that you and your family
There’s no doubt that life insurance fraud is a serious problem, yet this issue victimizes many. There are unfortunately occasional instances where families are taken advantage of by companies and individuals who prey on consumers’ lack of knowledge in the
We’ve all been in situations where something interesting caught our attention until it started getting complicated. It might be a really good idea, but the fog of the complexity quickly overwhelms the simplicity. At that point the interesting thing gets
I was surprised to read a report that revealed several tendencies regarding the financial situation of older widows or divorcees. The report stated that 56% of married women leave all of the financial planning and investment considerations to their husbands.
Over the years, we have seen and collected too many examples of the damage “conditional” insurance policy guarantees can create. The following is a real-life example that happened to one of our clients.
Every January for the last 27 years,
Before he became a famous television star, Fred Flintstone had a career hunting saber-tooth Tigers.
It was very risky. The worker’s comp was so expensive he couldn’t turn a profit. Frustrated, he decided he wanted to go into a career