Are you really using putting your Life Insurance policy to good use?
Life Insurance can be used to create a gift that essentially never stops giving – a gift that creates a legacy of charitable giving. Here’s How.
‘Learn from the mistakes of others. You can’t live long enough to make them all yourself.’
Dive into this case study and learn how you can prevent this very common, easy-to-commit investment mistake.
Remember John’s story from my last post? What options do you have if you’ve left securing Life Insurance for too late in life? Or if for some reason, you’re denied a Life Insurance policy?
Have you thought of a Plan B?
What if… you’re not insurable anymore? My client, John, happened to be at a point in his life where he went from being a single successful entrepreneur, who was financially secure, to having to make drastic changes in his Life Insurance and Critical Illness policies. Here’s what happened.
Money can be a tricky matter in some marriages. Should finances be separate or combined? Should both spouses manage investments? Should spouses have separate investments?