Helpful Tips for Making a Life Insurance Claim

It is helpful to understand what to do if someone who has passed away named you as the beneficiary of their life insurance policy. Here are a few simple steps to follow when making a life insurance claim.

Continue reading »

3 Financial Resolutions That Are Easy to Keep

Many of us make New Year’s resolutions. We may not write them down, but they certainly float around in our head. Usually at the top of the list is getting our financial house in order. But, truthfully, it’s not always easy, so that’s why we’d like to offer three resolutions that are.

Continue reading »

Charitable Giving May Be As Close As … Your Life Insurance Policy

December and the holidays bring to mind parties, festivities and, of course, giving. Most people don’t equate life insurance with holidays or giving, but at its heart, life insurance is all about giving.

Continue reading »

Reality Check: Your Life Insurance at Work May Not Be Enough

November is often the time of year when we review our benefits at work. A big part of that is our retirement account and insurance—health insurance to be exact. And while these are important elements of our financial plan, there is another important benefit you should pay attention to: your life insurance.

Continue reading »

I’m Paying Off Student Loans and I Need to Buy What?

I have student loans to pay and you’d like me to buy life insurance?

The simple answer is yes and here’s why...

Continue reading »