Life Insurance & Financial Advice

Blog articles published on ricksondsouza.com

This Is What Makes You A Good Life Insurance or Financial Adviser

This Is What Makes You A Good Life Insurance or Financial Adviser

The Life Insurance and Financial Advice industry is one where integrity, among other virtues; forms the base of solid service. If the core of our working model is to put the client’s interests above our own, us advisors could raise the bar together. Clients and advisers, here are the core questions that form the foundation of a great client-adviser relationship

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Everything You Need To Know About ‘Buying Term and Investing the Difference’

Everything You Need To Know About ‘Buying Term and Investing the Difference’

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’.

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Equalize Your Estate with Life Insurance

Equalize Your Estate with Life Insurance

Your Life Insurance policy can become a key estate planning tool to help ensure a fair distribution of your assets amongst your heirs. The Challenge Your estate is much more than just money. It is a complex collection of a lifetime of valuable assets including your business, your home and other property, your savings and perhaps other heirlooms that are…

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Two Cases To Prove Why Business Owners Need Life Insurance

Two Cases To Prove Why Business Owners Need Life Insurance

A large segment of the clients that I service are established entrepreneurs and family business owners. The need for Life Insurance for them is greater than most other people. Should the worst happen, these business owners need to provide a safety net for their families, their businesses and their legacies. Here are two cases that show you the difference a Life Insurance policy can make.

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