Monthly Archives: August 2020

401(k) Plan Contribution Deadline
The standard deadline for 401(k) plan contribution is December 31st, but it is never too early to start thinking about end of year 401(k) plan deadlines.  While it is always good to start early, there are a few different plans that have deadlines that are significantly earlier than the December […]

401(k) Plan Contribution Deadline

 in life  tagged 401(k) Plan Contribution Deadline / 401K Takeover Plans Deadline / life insurance / popular 401k / Safe Harbor Plans Deadline by
An older couple sit on their couch and smile as they hold their grandchild. They can provide for their grandchild and other family members by educating themselves on the myths and misconceptions of life insurance.
On July 30, Life Happens, a nonprofit organization that encourages Americans to take personal financial responsibility by purchasing life insurance and related products, hosted a webinar for their pro members entitled “Improving Life Insurance Coverage for Black Americans – 5 Myths and Misconceptions.” Speakers Delvin Joyce and Kristen Hall Eskew […]

Insurance Myths and Misconceptions Webinar from Life Happens

 in life  tagged life insurance benefits / life insurance myths / meaning and importance of life insurance / misconceptions about life insurance / what are the benefits of life insurance / why is life insurance important by
an agent helping with underwriting life insurance during COVID-19
What has changed about underwriting life insurance during COVID-19? Almost everything about our lives has been affected by the COVID-19 pandemic, our businesses, our schools, and our favorite restaurants. Another thing that has changed is the underwriting process for life insurance, which varies by carrier. Transamerica One of the carriers […]

Underwriting Life Insurance During Covid-19

 in life  tagged coronavirus / COVID-19 / life insurance / life insurance policy / life insurance underwriting / Underwriting by
A grandfather looks down at his granddaughter who is smiling and sitting in the grass with an Easter basket. Grandparents can purchase whole life insurance for their grandchildren to help build their financial future.
Parents and grandparents work diligently to provide opportunities for their children that they themselves were not provided. With financial security ranking among many seniors’ top factors of a successful life, grandparents are seeking ways to provide for their descendants as they reach adulthood. Those looking to provide for their grandchildren’s […]

Provide Financial Security with a Signature Whole Life Policy

 in life  tagged Accelerated Benefits rider / american national signature whole life policy / child life insurance / Children's term rider / Financial Security / GIO rider / leaving a legacy with whole life / whole life insurance by
Long-Term Care Insurance
Think You Won’t Need Long-Term Care? Think Again According to a 2017 report from the U.S. Department of Health and Human Services, Long-Term Care (LTC) is something the majority of us will need. Approximately 70% of people over 65 will require chronic care later in life, and 20% of those […]

Think You Won’t Need Long-Term Care? Think Again

 in life  tagged A true life story / activities of daily living / department of health and human services / disability insurance / life insurance / lifehappens.org / long term care insurance / maximum daily benefit / Medicaid long term care / payout limit / shared-care rider by