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Life Insurance for New Parents

Congrats, you’re going to be a parent! There is so much to look forward to, learn and enjoy. As a fellow expecting Mom, I’ll guess that you are probably in “get it done mode”— staying busy getting baby supplies, decorating the baby’s room, lining up daycare, and cleaning all sorts of random places in your home you’ve never cleaned before and possibly never will again. So before that little bundle of joy arrives, and consumes all your love and attention (and rightly so), take a moment to check one more important item off your baby-prep list: make sure you have life insurance. (more…)

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Do You Have A Will?

Last year, I picked up a recreational hobby that provides tremendous fun and enjoyment, but I knew it also introduced a certain amount of risk into my life. As a result, I made a deal with myself that this would be the catalyst for the much-needed task of getting my affairs in order. I knew how important it was to do, but it was also something I had been putting off for a long time. Sound familiar? (more…)

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Understanding Interest Crediting and Indexing

It’s nearly impossible to meet with a financial professional today and not hear about indexing–whether it’s a fixed indexed annuity used to help accumulate money for retirement, or a fixed indexed universal life product that provides valuable death benefit protection for your family or business. Indexed products can play an important role in helping you accumulate money for your future goals with the valuable protection* of not losing any money because of the volatility of the stock markets.

Sound too good to be true? Let’s break it down. (more…)

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