11 07, 2022

Variable Universal Life Insurance

By |2022-07-08T12:45:48-07:00July 11th, 2022|Financial|0 Comments

Variable Universal Life Insurance Variable universal life insurance is a type of permanent life insurance policy. Depending on your financial situation it can be a helpful financial planning tool. In this article, we will explain how variable universal life insurance works and what it can do for your portfolio. The Basics With a variable [...]

12 01, 2022

Strategies to Help Pay for Long Term Care

By |2022-01-10T17:01:36-07:00January 12th, 2022|Financial|0 Comments

Strategies to Help Pay for Long Term Care Implementing strategies to help pay for long term care can help you to prevent a lot of stress and trouble. It also can help to preserve funds for the benefit of your spouse or other loved ones. In this article, we will review 4 strategies to [...]

10 11, 2021

Flexible Spending Account Basics

By |2021-11-09T15:33:04-07:00November 10th, 2021|Financial|0 Comments

Flexible Spending Account Basics A flexible spending account, or FSA, is a type of tax-advantaged health plan offered by employers. In this article, we will go over the basics of how a flexible spending account works. Setting Up an FSA A flexible spending account is only available if your employer offers it. If you [...]

30 09, 2021

How to Exchange a Variable Annuity

By |2021-09-30T10:20:45-07:00September 30th, 2021|Financial|0 Comments

How to Exchange a Variable Annuity If you purchased a variable annuity and found it is no longer the right fit for you, this article will explain how to exchange a variable annuity without becoming subject to surrender taxes or fees. Surrendering an Annuity If you are unhappy with your variable annuity, you may [...]

17 05, 2021

Life Insurance and COVID-19

By |2021-05-17T14:05:21-07:00May 17th, 2021|Financial|0 Comments

Life Insurance and COVID-19   With the effect of COVID-19 still in our communities and on our economy, you may wonder if it has influenced life insurance as well. In this article, we will go over some aspects you should take into consideration if you are looking to purchase a life insurance policy during [...]

23 12, 2020

Accidental Death and Dismemberment Insurance

By |2021-07-26T01:46:50-07:00December 23rd, 2020|Financial|0 Comments

Accidental Death and Dismemberment Insurance Accidental death and dismemberment insurance is a type of life insurance. It can either be a rider to an existing policy or a standalone policy. In this article, we will go over the basics of how accidental death and dismemberment insurance works. What is Covers AD&D insurance will provide [...]

28 10, 2020

Final Expense Insurance

By |2020-10-27T12:40:29-07:00October 28th, 2020|Financial|0 Comments

Final Expense Insurance Final expense insurance is a type of whole life insurance policy. These policies have small death benefits and can be used to cover the final expenses of someone’s death. This includes funeral or memorial services, embalming, casket, or cremation costs. In this article, we will go over the basics of final expense [...]

24 09, 2020

Mistakes to Avoid When Buying an Annuity

By |2020-09-24T14:50:33-07:00September 24th, 2020|Financial|0 Comments

Mistakes to Avoid When Buying an Annuity There are at least five common mistakes to avoid when buying an annuity. Annuities can be great financial planning and retirement planning tools. But not all annuities are created equal. This article is going to outline these fives mistakes so you can purchase the right contract for [...]

27 08, 2020

Whole Life Insurance Basics

By |2020-09-24T16:33:24-07:00August 27th, 2020|Financial|0 Comments

Whole Life Insurance Whole life insurance is a type of life insurance. It is sometimes referred to as permanent or traditional insurance. In this article, we will go over the basics of whole life insurance to help you determine if it is the right choice for you. The Basics Whole life insurance provides coverage [...]

Go to Top