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4 Ways Buy-Sell Protects Your Business

The Advantages of a Buy-Sell Agreement

If you pass away suddenly, a buy-sell agreement makes sure the business stays afloat.

4 Ways Buy-Sell Protects Your Business:

  • Life insurance creates a lump sum of cash to fund the buy-sell agreement at death.
  • Life insurance proceeds are usually paid...

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How Does a 401k Rollover Work?

It’s no secret that we can’t depend on Social Security or pensions alone to provide the income necessary to live out our golden years of retirement. Today’s retirees are more active and enjoying longer lives than ever before.

Are you certain your current retirement plan will...

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What's the Difference Between PMI and Mortgage Protection Insurance?

Private mortgage insurance (PMI) is a type of insurance you may be required to pay for when you take out a conventional home loan. If you’re buying a home, lenders require PMI as part of a conventional loan to protect them in case you end up in...

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Hey Millennials Think Your 401k Beats an IUL

The two most primary concerns in retirement planning today for most individuals are stock market volatility and taxation—and IUL can help assist you in overcoming both.

Stock market downturns in recent years have sparked real concern about the negative impact future volatility could have on retirement assets....

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How Does Whole Life Insurance Work?

Life Insurance

Having life insurance is an important decision, especially for those with dependents relying on their income. However, you may wonder what type of life insurance is right for you. Whole life insurance is just one of many insurance options to consider....

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How Does Term Life Insurance Work?

Term Life Insurance Quotes

Term life insurance gives coverage for temporary needs. It is considered to be the most straightforward form of life insurance. In a term policy, an insurance carrier promises to give coverage in exchange for a fixed rate of payments...

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It's Official: Social Security Benefits Are Getting a 1.6% Boost in 2020


On October 10, the Social Security Administration officially released the amount of their cost-of-living adjustment for 2020. Almost 70 million Americans will see their Social Security benefits rise by 1.6% next year.

While this raise is less than the 2.8% cost-of-living-adjustment for 2019,...

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What is Life Insurance?

Term Life Insurance

Are you thinking about getting a life insurance policy? There are many options available. If you’re wondering which path is the right one, here are life insurance basics which can help you get started.

In simple terms, a life...

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Estate Planning Basics


One big concern when designing an estate plan is taxes. After all, it’s the means by which you transfer wealth to inheritors. The act of giving away your property may be subject to taxes on the state or federal level, or even both.


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Will You Have Enough Money to Retire?


Nobel prize winner William Sharpe calls it the “nastiest, hardest problem in finance.” What is that? Decumulation, or the process of building a dependable lifelong income stream from your retirement savings.

It’s no wonder millions of Americans are asking if they will have...

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