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A retirement readiness check is something everyone over the age of 55 should plan to do. While the average retirement age is 62, it is never too early to get your ducks in a row and begin thinking about the next chapter of your life. Here are the three main […]

Retirement Readiness Check

September 28, 2020 in life tagged finances / Financial planning / insurance agents / Retirement by Jeffrey Cooperstein

agent during COVID-19 — The pandemic has significantly reduced the amount of in-person interaction all of us are having with our family and friends. That has even further cut down on the interaction that we have with people providing products and services like insurance agents. Even though this is the case with the COVID-19 […]

Consulting An Agent During COVID-19

September 27, 2020 in Health / life / Medicare tagged finances / Financial planning / insurance agents / insurance coverage / technology by Jenny McCann

Deciding how much life insurance you need can be tricky. Luckily, there are a few common approaches that you can use as a starting place. — Most people know that life insurance is an important financial investment; however, few are aware that their policies are lacking in the amount of coverage they need. Deciding on the right amount of coverage can be tricky. Many personal factors affect how much or what kind of coverage is needed. […]

How Much Life Insurance Do I Really Need?

September 23, 2020 in life tagged #assets / buying life insurance / Financial planning / life insurance / Personal Finances by Macee Hall

the importance of seeing a financial professional — Speaking to a financial professional can make navigating the financial landscape much easier through their important services. It is vital to recognize the importance of financial planning for the financial future of you and your family. Importance Of Financial Planning Planning your finances is crucially important to think about early […]

The Importance Of Consulting A Financial Professional

August 18, 2020 in life tagged budgeting / finances / Financial planning / Personal Finances / retirement planning by Jenny McCann

The main source of retirement income for Americans is via the use of a 401(k). However, there is another option that should be considered when stashing your cash for retirement. An indexed universal life insurance plan (IUL for short) is a life insurance policy that can help maintain and […]

Using Indexed Universal Life Insurance to Maintain and Grow Wealth

August 17, 2020 in life tagged 401k / Financial planning / Personal Finances / Retirement / retirement planning by Jeffrey Cooperstein

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 31st traditional […]

401(k) Plan Contribution Deadline

August 16, 2020 in life tagged 401k / Financial planning / money management / Personal Finances / savings account by Jenny McCann

Apple launches Path to Apple Card Apple launched a path to the Apple Card program – designed to focus on helping individuals with previously declined applications qualify for the Apple card. This four-month program sends notifications to the user’s phone with suggestions once a month on how they can better […]

Apple Launches Path to Apple Card

July 5, 2020 in life tagged budgeting / finances / Financial planning / Personal Finances / technology by Jenny McCann

What are Funeral Plans and why are they important? Funeral plans are essentially your final wishes. It helps guide your family and shows them what you want your funeral to look like. Usually, these plans accompany a final expense or some other type of life insurance. Funeral Plans Funeral plans […]

What are Funeral Plans and why are they important?

May 27, 2020 in life tagged cost of life insurance / death benefit / Final Expense / Financial planning / Funeral Plans by Jenny McCann

Life insurance — What is Disability Income Awareness Month? Disability Income awareness month is a time dedicated to making sure you have the coverage you need. Much like Life Insurance awareness month, Disability Income awareness month is here to show you how, why, and what you need in the event you do become […]

What is Disability Income Awareness Month?

May 19, 2020 in life tagged awareness month / disability insurance / Financial planning / income / insurance coverage by Jenny McCann

With Disability Insurance Awareness Month in full swing, it’s time to shed light on what Disability insurance is. LIMRA has released a new disability awareness fact sheet with data collected by Life Happens. The Data surrounding Disability Insurance is astounding. What Is Disability Coverage? For those who do not have […]

Data surrounding Disability Insurance Shows It’s Needed More Than Ever!

May 16, 2020 in life tagged disability insurance / employer life insurance / Financial planning / insurance coverage / mental health by Jadon Sennet