I work in the life insurance industry and I am passionate about educating others about it. For many, life insurance is not the most appealing thing to talk about—go figure. And it’s never too early to plan ahead. Here’s what I recently wrote to my best friend. (more…)
financial planning
Making a Year End Financial Checklist: Checking it Twice
The end of the year can be a busy time. Holiday celebrations, spending time with loved ones, wrapping up work commitments and projects are all on the year end agenda. Here’s one more item you can add to the list—a year-end financial check in. And unlike holidays cookies and eggnog—you won’t feel bad about indulging in this the next morning. (more…)
Life Insurance Lingo: You know what I mean, right?
“You know what I mean right?”… Well actually, I don’t. How many times have you had a conversation only to walk away not really understanding what was said? Probably more times than any of us care to admit. We don’t ask questions because we don’t want to look dumb; especially when it comes to financial products and services. (more…)
