Passionate about LIFE Insurance and helping you make confident decisions…
Most of us are aware that Life insurance policies provide protection for your children, spouse or business. But have you ever thought of it as the Best Gift you could ever give your loved ones?
Life Insurance Gifts empower you to make a generous financial contribution to your loved ones when you may not have many assets. Your gift will help ensure the future of your family, children and loved ones to have a strong personal (more…)
Inherited IRA aka: Beneficiary IRA
An Inherited IRA is an individual retirement account (IRA) that is left to a beneficiary after the owner’s death and usually are received from a parent, but can be from anyone other than your spouse.
IRAs are among the largest assets left to beneficiaries. Since Inherited IRAs are specifically (more…)
A Rollover IRA is one of the several IRA types available. The Rollover IRA is used to hold funds from a company retirement plan (401k plan) after you leave the company. There are different ways to invest the money in a Rollover IRA and there is no limit on the amount of money you (more…)
