Life-insurance
Latest
-
Whole Life Insurance: A Multipurpose Financial Planning Tool
retirement Here’s how whole life insurance works, along with five key benefits (including savings and tax-efficient inheritance), as well as a few concerns to consider.
By Michael Aloi, CFP® Last updated
retirement -
Life Insurance Beneficiary: What It Is and How It Works
Have you designated your life insurance beneficiary? Take just a moment now to protect your legacy.
By Karon Warren Last updated
-
Which Type of Life Insurance Is Right for You?
Life insurance isn’t a one-size-fits-all option. Here are the differences between term life, whole life and indexed universal life insurance.
By Jay Dorso Published
-
How Life Insurance Can Help You Preserve Your Wealth
Life insurance not only provides liquidity for your family to cover immediate expenses after you pass, but it also can minimize estate taxes.
By Justin Stivers, Esq. Published
-
Three Big Ways That Life Insurance Can Be a Lifeline
Life insurance not only provides a safety net for loved ones and leaves behind a lasting legacy, but the cash value can also help during financial hardship.
By Steve Sugumele Published
-
If You’re Retired, Do You Still Need Life Insurance?
It depends, but in general people tend to be underinsured early in life and overinsured later in life. Before making any decisions, get a needs analysis.
By Evan T. Beach, CFP®, AWMA® Published
-
Where to Start Financially After a Life-Changing Diagnosis
Dealing with an illness, yours or your child’s or that of another loved one, is hard enough without adding financial duress. Here are some considerations and suggestions for covering expenses.
By Stephen B. Dunbar III, JD, CLU Published
-
Are You Too Young for Life Insurance?
An even better question is this: Would someone who depends on you for their standard of living suffer financially if you were to suddenly pass away?
By Brianna Gutierrez, Investment Adviser Representative Published
-
Long-Term Care Planning Protects You and Your Family
More likely than not, you’ll need some form of long-term care in retirement. Figuring out now how to handle the costs would be like building a fence around your retirement home.
By Tim Schultz, NSSA® Published