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Take the Time to Review Your Senior Life Insurance Policy

As you’ve probably realized over the last few weeks, the COVID-19 pandemic is completely changing the way we live our lives. While we’re facing many unknowns in the coming months, making sure you have the right life insurance policy in place can take away some of the stress and worry about the future. Here are [...]

2023-12-02T12:16:15-08:00April 8th, 2020|Senior Health Insurance|Comments Off on Take the Time to Review Your Senior Life Insurance Policy

Want to Convert Your Life Insurance to an Annuity? What You Need to Know.

If you want to convert your life insurance policy to an annuity—or are thinking about it—there are some key things to take into consideration. Imagine this scenario: Tom will retire in a few years. Decades ago, he opened a life insurance policy to provide security for his young family. His children are grown now and [...]

2019-03-22T13:20:20-07:00March 22nd, 2019|Finance & Planning|Comments Off on Want to Convert Your Life Insurance to an Annuity? What You Need to Know.

How to Talk to Your Adult Children About a Life Insurance Policy Transfer

A life insurance policy transfer to your adult children can help sustain your investment should your financial situation change... Twenty years ago, Donna bought a life insurance policy. When she chose the plan, she predicted as best she could the premium she’d be able to afford. But in recent years, financial challenges have made [...]

2018-08-02T16:38:09-07:00August 2nd, 2018|Finance & Planning|Comments Off on How to Talk to Your Adult Children About a Life Insurance Policy Transfer