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Don’t let clients liquidate assets to pay for life insurance   Do your high-net-worth clients face a choice of which asset to liquidate to pay for life insurance? Clients with highly appreciated assets will resist using their capital to pay life insurance...

Pros and Cons of Group Life Insurance Through Work Basic life insurance through work is typically free, but coverage amounts are mostly lower than individual policies. If you recently got a new job, or if it’s open enrollment season, you might have a chance to get...

Life Insurance for Foreign Nationals What is considered a foreign national? Foreign Nationals (FN) are defined as individuals who are not U.S. citizens or, regardless of citizenship, are representing a foreign government, foreign corporation, other foreign entity, or...

                                Insurance Policy What is a Term Life Policy? Term life policies are a type of life insurance coverage that provides a death benefit to the policy owner if the insured passes away within a certain timeframe. This differs from a permanent...

Every day as thousands of individuals are facing a serious critical illness, the last thing they need to worry about are their finances.  They want the freedom to live their life their way, with the freedom to focus on what’s most important - their recovery. Many...

The importance of an emergency fund Most of us are creatures of habit. We find a certain comfort and safety in the predictability of our day-to-day lives. Unfortunately, that also means we tend to avoid thinking about or planning for unexpected and unwelcome changes....