Education
Lessons from Jimmy Carter: Planning for a Longer Life with Guaranteed Income
Jimmy Carter’s recent passing at the age of 98 reminds us of the remarkable increases in human lifespan and the financial challenges that come with living longer. As Americans live longer than ever, the need for strategies that provide stable, guaranteed income throughout retirement becomes critical. Carter’s life exemplifies how longevity impacts not only individuals […]
More Than Money: How Planning Reflects Your Love and Responsibility
Your approach to income and protection planning reflects your values and priorities. Let’s examine the Howards and the Fishers.The Howards created a detailed plan that included clear instructions, life insurance policies, and long-term care coverage. When they passed, their family knew exactly how to handle the estate and had the financial means to do so. […]
4 ways how Life Insurance Can Help You Build Multi-Generational Wealth for Your Family
4 ways how Life Insurance Can Help You Build Multi-Generational Wealth for Your Family
4 Life Insurance Myths to Rethink as an Empty-Nester
To get a sense of your needs, visit our Life Insurance Needs Calculator. In most cases, we can help you find a policy that fits your needs and budget.
10 Steps for Creating a Smart End-of-Life Plan
Planning for the end of life can feel uncomfortable, but preparing as much as possible and discussing these items with your family can make all the difference. It can help ease your concerns about the future, ensure your wishes are met, and protect the people you love.- Schedule a meeting if you need help
Start The Year On The Right Foot
Start The Year On The Right Foot- The beginning of the new year is the perfect time to discuss the various factors influencing your planning. Click here for a guide
Juanita Flechsing – The Living Benefits of Life Insurance
Mark and Juanita Flechsing were high-school sweethearts who had the good fortune of turning that young love into a strong marriage. Mark worked hard on Alaska’s North Slope oil fields, gone for weeks at a time,while Juanita worked full-time back home in Wasilla. As they looked forward to raising a family, they knew they wanted […]
17 Things You Need to Know About the New Stimulus Package
The goal of this bill is to continue to offer assistance to businesses struggling during the COVID-19 pandemic, provide extra unemployment benefits to those unable to find work, and to stimulate an economy that has persevered through much volatility over the past 10 months.
Here are 17 takeaways from the new legislation that you should know:
The Impact of Needing Extended Care
The need for long term care not only changes the life of the person needing care, but the lives of all the others who care about that person. Loved ones will have no choice but to provide care if other plans, professional caregivers and financing are not already in place.