Category Archives: Uncategorized

Safe money options add stability, flexibility, and peace of mind

Three alternatives to bank rates & bond exposure Times like these can certainly make planning more difficult.  Some clients have more fear than others and may do better if they raise their safety net.  We will look at Nelly a … Continue reading

Income Protection | The Right Fit

Income Protection In today’s environment, we have certainly learned how important it is to have a paycheck.  Unfortunately, disability insurance can’t pay if you’re unemployed due to market forces.  The reality is people lose their paychecks every year due to … Continue reading

Ed Slott’s Words of Wisdom | Life Insurance is the New Stretch IRA

C.A.L.L. I love acronyms and I have a slew of them in my head to help my thinking process at certain times.  I recently sat in on a webinar with guest speaker Ed Slott.  Ed discussed a few items and … Continue reading

Special Market Update

Special Market Update This is a special marketplace edition of our newsletter.  Make no mistake there is disruption and delay in our world due to what is going on.  It is however the lower interest rates causing rapid product changes, … Continue reading

Scary Times Manual, Insurance Insights & Market Update

Scary Times There is no doubt the pandemic and market reactions have created scary times.  There have been scary times before, remember 2008?  At that time, Dan Sullivan from The Strategic Coach shared a manual to help us focus instead of … Continue reading

Business Planing – Helping Business Owners Plan for The Future

Succession Planning for Family Businesses   When your client owns a business, planning can add some additional challenges and complications.  They may need insurance protection for their family and their business.  The most important thing you can do as an … Continue reading

LTC Resources & Education for Your & Your Client

The Concern for LTCi   There continues to be confusion and concern in the long-term care arena.  Many are looking beyond traditional LTC insurance with fewer companies offering traditional coverage and continued price increases from those who no longer offer … Continue reading

2020 Tax Guide & App | The SECURE Act – Rethinking Tax Planning Strategies

The only constant is change  Below is the link to our 2020 tax guide which includes a QR code/link to download the Tax Guide App.  The Tax App is not just informational, there are calculators on several topics to include:  … Continue reading

Three Concerns. One Solution.

Protect Your Clients Today & Tomorrow   Life insurance is certainly a topic that can stir discussion and debate.  It is a conversation that deserves distinction from all other insurance because death is eminent for all of us.  Planners take … Continue reading

It Takes More Than Money to Buy Insurance

It takes more than money to buy insurance As with any type of planning, building in flexibility and asking “what if” questions is important. I believe I help place safety nets underneath clients to protect them today and tomorrow.  I … Continue reading