Tag Archives | life insurance

Life Insurance Awareness Month – A Few Quick Tips

We are going to touch on a few high-level issues common with many life insurance policies that are important to keep in mind on an annual basis.

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Cash Value Life Insurance

Life insurance, like any type of insurance, is constantly evolving in the marketplace. As insurance companies continue to create new products and tweak older ones, their offerings become increasingly more complex, harder to understand and sometimes, are sold to policy holders for the wrong reasons. Term insurance has remained fairly constant, but permanent, cash value […]

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Insurance – Don’t Set It and Forget It

Key Takeaways: People change over time and so their insurance needs change too. Insurance policy expenses and their underlying crediting rates can change over time Periodic insurance policy reviews are critical. Remember Ronco founder, Ron Popeil’s, signature tagline for his famous rotisserie oven– “Set it and forget it”?   That might be fine for cooking convenience, […]

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How Much Life Insurance Do I Need?

Key Takeaways:  The purpose of most life insurance policies is to ensure that your loved ones will be financially secure upon your death. Keep the big picture in mind. Instead of using rules of thumb, consider your specific situation and determine an amount that will allow your loved ones to maintain their standard of living. […]

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