Financial

17 09, 2025

Indexed Universal Life Insurance Myths

By |2025-09-11T12:31:13-07:00September 17th, 2025|Financial|0 Comments

Indexed Universal Life Insurance Myths Indexed universal life insurance is a type of permanent life insurance. It offers both a death benefit and a cash value. The growth of the cash value is directly tied to an index. It is a bit more complex than a traditional whole life policy, so there are some [...]

19 08, 2025

Life Insurance Frequently Asked Questions

By |2025-08-19T10:46:17-07:00August 19th, 2025|Financial|0 Comments

Life Insurance Frequently Asked Questions Life insurance can be a useful wealth management planning tool. But many people have questions about how it works. In this article, we will go over 8 life insurance frequently asked questions. 1. What is Life Insurance? Life insurance is a contract between you and an insurance company. In [...]

25 06, 2025

What Happens to Your Annuity When You Die?

By |2025-06-25T13:47:23-07:00June 25th, 2025|Financial|0 Comments

What Happens to Your Annuity When You Die? Annuities make payments to you while you are alive, but what happens to your annuity when you die? It will depend on what type of payout and beneficiary options you purchase. In this article, we will go over the beneficiary options and taxation of your funds [...]

28 05, 2025

Long Term Care Insurance Myths

By |2025-05-28T16:25:35-07:00May 28th, 2025|Financial|0 Comments

Long Term Care Insurance Myths Long term care insurance is not widely used and commonly misunderstood. In this article, we will debunk some long term care insurance myths that can help you understand it better. 1. It is Only Good for Nursing Home Care Using long term care insurance for nursing home care is [...]

2 04, 2025

Disability Insurance Myths

By |2025-04-01T13:45:18-07:00April 2nd, 2025|Financial|0 Comments

Disability Insurance Myths Disability insurance is a type of insurance that will replace income if you can no longer work due to disability. However, there are some common myths surrounding disability insurance. In this article, we will bust seven disability insurance myths. 1. It is Only for People with Dangerous Jobs While it is [...]

7 03, 2025

10 Life Insurance Myths

By |2025-03-07T13:45:17-07:00March 7th, 2025|Financial|0 Comments

10 Life Insurance Myths Life insurance is a common financial planning tool. But it can be misunderstood. In this article, we will bust 10 life insurance myths. 1. You Only Need Life Insurance When You’re Older Many have the misconception that you do not need life insurance until later in life. But younger people [...]

1 01, 2025

Picking the Right Payout Option for Your Annuity

By |2024-12-26T13:10:28-07:00January 1st, 2025|Financial|0 Comments

Picking the Right Payout Option for Your Annuity Picking the right payout option for your annuity is vital for the success of your retirement. You have 3 different options you can choose from. These include the annuitization method, systematic withdrawal schedule, and a lump sum payment. In this article, we will go over these [...]

4 12, 2024

Misconceptions About Long Term Care Insurance

By |2024-12-03T15:47:16-07:00December 4th, 2024|Financial|0 Comments

Misconceptions About Long Term Care Insurance Long term care insurance is a type of insurance that can cover home health care, assisted living, and nursing homes. But there are some misconceptions about long term care insurance. In this article, we will clear up some of these misconceptions. 1. I am Covered by Health Insurance [...]

30 10, 2024

Using Life Insurance as an Investment

By |2024-10-25T13:45:16-07:00October 30th, 2024|Financial|0 Comments

Using Life Insurance as an Investment Life insurance is typically used as a tool to care for your loved ones after you pass. But you can also use life insurance as an investment during your lifetime. You can only utilize whole life and universal life insurance as an investment. This is because they have [...]

Go to Top