Could Tax Changes to Qualified Funds Demand more Life Insurance Sales

Reviewing part of the recent Retirement Enhancement and Savings Act legislation (RESA for short, H.R. 6757) one may be alerted to some potentially negative effects this legislation could have on ‘stretch’ IRAs. While this bill is not yet a law, and may change dramatically if it moves forward, it does demonstrate that Washington is looking at qualified funds and how to accelerate getting revenue from this source. This bill proposes Read more...

How an IUL Can Help You Save and Protect

In the last few years, a trend in American spending has risen. Not only are Americans spending more, the boost in spending is mostly on Read more...

Why People Don’t Buy Life Insurance (and Why They Are Wrong)

Life insurance is a term that most everyone is familiar with. Some hear about it from their elders as they grow up, some may first Read more...

What Resources do People Use to Find Information About Life Insurance?

September is Life Insurance Awareness Month! There are various resources available to consumers to aide with this awareness, so they can better educate themselves on Read more...

The Pension Crisis Continues – Are Pensioners Ready?

One area of concern that we closely follow is the funding of, or rather, shortfalls that many pension funds are now experiencing. A large number Read more...

Becoming Financially Fit

What do you think of when you think of the term “financially fit”? Most people would probably associate it with being wealthy, but being wealthy Read more...

You Probably Need More Savings than You Think

Many Americans falsely assume that Social Security will cover the bulk of retirement expenses. Unfortunately, Social Security benefits have been shown to cover about 40% Read more...

Diversify Your Retirement Savings

Many Americans will use traditional retirement savings plans like 401(k) and IRAs for the bulk of their retirement savings. Often times these plans are offered Read more...

The Dangers of Borrowing from Your Retirement Plan

Life is unpredictable for everyone and many run into situations in life that are unexpected, difficult, and financially trying. It’s in these instances you may Read more...

Why Middle America Could Become a Top Priority

The “American Dream” is a national ethos of the United States; the set of ideals in which freedom includes the opportunity for prosperity and success. Read more...

Life Insurance and Newly Weds

June is widely known as the kick off to wedding season! That means there are plenty of couples out there currently planning every detail of Read more...

Financial Expectations of Millennials

Baby Boomers have started entering retirement and their sway in the work force is waning. Generation X is still active, though they accounted for only Read more...

Retirement Confidence: Retirees vs Workers

The Employee Benefit Research Institute conducted its 28th annual survey in January 2018 to measure the strength of retiree and worker confidence about their own Read more...

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