Tag Archives: inheritance

LIFE INSURANCE: FREEDOM FOR DREAMS AND LOVED ONES

Countless are the stories of how life and health insurance improve peoples’ lives, families, business …even retirement and estate planning.  Wouldn’t you want the personal control that insurance offers to help manage or “change” the future.  Some tasty bites here show how your insurance is serving you today, or what you’ve been...
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House-Rich Cash-Poor: Retirement Income Strategies

You may recall Norman and Ethel as leading characters of the 1981 movie “On Golden Pond”. If I can borrow their names for our discussion here, Norman is 78, Ethel is 77, and they are both enjoying good health.  What's looming on their horizon now is the financial stress of being house-rich...
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Estate Insurance

I’m missing Charles who became a dear friend of mine in 1997 as we built their family’s Estate Insurance.  Recently Charles passed away.  Ann continues with us, and their remaining insurance will pay at her passing.  If I share some of their story with you, it could help with questions you have...
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A Lifetime Of Wealth — book summary

Overcome fears of financial failure, fraud, and running out of money before you run out of Life.  In "A Lifetime Of Wealth" we focus on sudden-wealth events in life whether from business, pension, inheritance or winnings.   Consider if you will...  How vital is it to avoid losing this value?  What difference...
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