This case study serves as a wake-up call for many. Whether it’s your Life Insurance policies, your medical cover, your car insurance, or your will: These are things that seem like far-off, distant problems that have such a small chance of happening to you, and so procrastination and inaction are easy options. Please do not put these decisions off. Here’s how things can go wrong.
Buying a Life Insurance policy can be a decision-heavy journey. What kind of policy should you buy? How much cover do you need? How do you know you’re not overpaying? One big question is: Should I pick Term Life or a Whole Life Policy? In this article, I explain the concept of ‘Buying Term and Investing the Difference’.
Imagine leaving your loved ones an estate you built all of your life, only to find that it will pass on with a massive tax bill.
Inheritance tax, unfortunately, is a hard reality that causes a lot of families to dissolve generations’ worth of assets. But Life Insurance can come handy to protect your estate. Here’s how we protected my client’s estate with the right Life Insurance policy.
My client retired at 42, after he hit all his financial goals. This is a person who I saw through right from the modest beginnings of his career all the way to an early, very comfortable retirement. Over his 20-year career in the UAE, I watched how he meticulously set a plan and followed through – A success story worth sharing.
When most people think about Life Insurance, one of the primary reasons they get their policies in place is to safeguard their family’s future. But what happens following a divorce? Here are a couple of cases to help best understand your options.
Life Insurance can be an invaluable tool when it comes to wealth management and estate planning. Here’s a case study on how a well-structured Life Insurance policy made estate planning easier.