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Monthly Archives: September 2014

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A Great Gift!

“A SOCIETY GROWS GREAT WHEN OLD MEN PLANT TREES WHOSE SHADE THEY KNOW THEY WILL NEVER SIT IN.” – ANCIENT GREEK PROVERB Should I Buy Life Insurance for My Children or Grandchildren? When we buy life insurance “for” our children or grandchildren, we are providing them with a gift that will help form the foundation for financial […]

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Time to Review Your Beneficiaries

The Danger in Neglecting Beneficiary Designations To be sure our financial accounts and insurance payouts at our death go to the people we want, it is so important that we choose and update our beneficiary designations – a loved one, a charity or an institution. Sometimes life gets in the way and we forget to change our beneficiary designations […]

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Business Succession Made Simple

Simplified Business Succession with Term Life Insurance   Most often, the greatest asset to a business owner is the business itself.  A critical part of ensuring a comfortable retirement for the business owner is getting the most value out of the business that he or she can.  Life Insurance can play a key role in making […]

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