Tag Archives: Inheritance

How Does Life Insurance Protect?

8 Common ways Life Insurance protects:

Life Insurance provides for unexpected & preplanned Funeral/Final Expenses.Funerals are more expensive then you may realize. Many sources agree… Funerals are considered one of the most expensive purchases many consumers will make. (view Federal Trade Commission – Facts for consumers).

Life Insurance provides for Additional Fundsto be available. Used to pay the mortgage or other Continue reading

What is… the Gift of LOVE?

Valentine Gift of Love

Looking for that Extra Special Valentine’s Day Gift?

How about Giving the gift of Love this Valentines Day!

A Real expression of Love to those you care about the most.

Something that shows loved ones you care so much that you’ve made plans to provide for them… in your absence.

  Continue reading

Organize it… How to Store Your Life Insurance Policy & Other Crucial Paperwork

Files to Organize your paperwork
You’ve done all the work on important issues… when it comes to protecting those you love. Now make sure all your documents are in safe keeping and that someone knows where to find these documents. One of the main reasons for your “think ahead planning” is to ease the burden to your love ones… so don’t over look the fact that someone needs to know where to find all the paperwork.

Commonly there will be 3 people with a set of your crucial documents: Continue reading

What is an Inherited IRA?

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 Continue reading

Why do I need Life Insurance?

Simply put… You need Life Insurance if people depend on you for financial support. This could be your spouse, children, or dependent parents.

6 Common Needs for Life Insurance:

Replace your income.If people depend on your income, your death causes a financial shortfall. Life Insurance can replace Continue reading