Understanding Life Insurance Lingo Part 1: Policy Basics

Rick Ryan May 2, 2019 414

Life insurance represents a key corner of the financial planning space in need of more education. Nearly three in five consumers (59%) own some form of life insurance, according to LIMRA’s 2018 Insurance Barometer Study. Yet, common questions persist, especially over the industry’s constant use of jargon.

So, with good cause, let’s review a batch of the more frequently used life insurance terms. (more…)

Are you leaning into your finances?

Megan Hand April 2, 2019 599

Did you know that women influence 83% of consumer spending¹ in the U.S.? Yet, when it comes to talking about money, 61% of us would rather talk about death?² Say, what? Why the taboo? The sooner you lean into your finances the better. Here are 10 questions to help you get started. (more…)

Seeking Permanence in the “Disposable” Age

Rick Ryan March 13, 2019 910

Plastic water bottles, cardboard boxes and even life insurance protection seem disposable these days. Thankfully, many of our used-up consumables are recycled, which is great for our natural surroundings. But when it comes to life insurance, what is a sustainable approach? (more…)

Celebrating Women Trailblazers

Carey Earle March 7, 2019 1073

During Women’s History Month, we remember those whose shoulders we stand on. Thank you Ellen Putnam, for forging ahead when there was no trail. (more…)