Posts Tagged ‘Insurance’
A Presidential Legacy: Using Life Insurance to Fund Your Charitable Vision
What will your legacy be? Learn how to use life insurance to make a significant charitable impact this Presidents’ Day without depleting your current savings.
Read MoreA Gift Beyond Roses: Why Life Insurance is the Ultimate Expression of Valentine’s Day Love
Roses fade, but financial security lasts. Discover why life insurance is the most selfless Valentine’s Day gift you can give your family this year.
Read MoreT-Minus 30 Days: The Late January Review of Beneficiaries and Tax Implications
Tax forms are here. Review your life insurance beneficiaries one last time, and understand the tax status of policy payouts vs. accrued interest.
Read MoreThe Mid-January Check-Up: Why Scheduling Your Life Insurance Exam Now Locks in the Best Rate
Don’t delay the exam! Schedule your Life Insurance paramedical exam in mid-January to lock in your best rate and complete your application process quickly.
Read MoreTax Season Lifeline: Why January is the Time to Secure Estate Liquidity with Life Insurance
Tax season is here. Use Life Insurance to create tax-free liquidity for your estate and protect your family business from forced asset sales.
Read MoreThe Healthy Policy: Leveraging Your January Wellness Resolutions for Life Insurance Savings
Did you resolve to get healthier? Your improved fitness can translate into lower life insurance premiums in the new year.
Read MoreThe Family Legacy: Why December is the Time to Name a Trust as Your Life Insurance Beneficiary
Protect your payout. Discover the benefits of naming a Trust as the beneficiary of your life insurance to control distributions and minimize probate delays.
Read MoreThe Most Sustainable Gift: Life Insurance and the Value of Income Continuation Planning
Life insurance ensures the Christmas cheer continues. Practical tips on using income continuation math to calculate the right term policy size for your family.
Read MoreThe Ultimate December Gift: Why Life Insurance is the Most Important Present You’ll Ever Give
Forget the gadgets; life insurance is the real gift of security. A timely look at protecting your family’s future during the season of giving.
Read MoreThe Modern Parent’s Dilemma: Life Insurance for a Generation of Savers and Investors
Today’s parents have new financial goals. Here’s how life insurance can be a flexible tool for a modern family in 2026.
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