Blog
“Our company and its affiliates are established leaders in the financial services industry. We offer customized guidance and strategies to our clients.”
Life Insurance: A Valuable Hidden Asset
Typically, insurance is considered an expense or a liability since insurance coverage such as home, auto, health or liability take money out of your pocket.
But, what if there was an insurance product that put money in your pocket?
Today, a portfolio of life insurance can serve as a separate asset class – one that [...]
Typically, insurance is considered an expense or a liability since insurance coverage such as home, auto, health or liability take money out of your pocket.
But, what if there was an insurance produc [...]
Importance of key person insurance
Key person insurance is life and/or disability insurance owned by a business on a key employee. The business pays the premiums and is the beneficiary of the policy. It is considered a risk management strategy, important for small businesses, when the loss of a key person could result in a catastrophic loss for the busi [...]
Key person insurance is life and/or disability insurance owned by a business on a key employee. The business pays the premiums and is the beneficiary of the policy. It is considered a risk management [...]
THE SIGNIFICANCE OF DISABILITY INCOME INSURANCE AND LONG-TERM CARE INSURANCE
A few days ago I met with a
prospective client, an attorney who, I discovered, was born the same year that I
graduated from college. I am now
officially old in my mind, but “seasoned” in my profession -- 34 years of
experience this month.
The wife of the prospect is
also an attorney, and together they hav [...]
A few days ago I met with a
prospective client, an attorney who, I discovered, was born the same year that I
graduated from college. I am now
officially old in my mind, but “seasoned” in my [...]
