Do you currently have a life insurance policy? As a fee-only planner, I don’t sell insurance. However, I have met very few people who don’t need a policy. As we begin Life Insurance Awareness month,…
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Disability Insurance – “What’s that?”
Every toddler-aged child loves to point and say, “What’s that?” Unfortunately, I hear that a lot from clients also when the discussion of disability insurance comes up. Everyone typically understands the importance of life insurance…
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Think A Cash Value Life Insurance Policy Is A Good Idea? Think Again.
Many times after I complete an insurance analysis for a client and it’s time for them to purchase a policy, they will ask me, “Can we just buy the policy from you?” The answer is…
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