A Time To Review

Chris Wholehan As we take a moment this month to reflect on the events that have unfolded over the last 18 months, we should also take note that September is also Life Insurance Awareness month.  As we honor those who are no longer with us, we should honor our...

Access to Cash in Retirement

Jack Nachtrab According to a recent survey, 36% of retirees say they’re unable to spend as freely as expected, and 60% say they travel less than they want to. Retirement is something everyone looks forward to, but not something everyone plans for. An important part of...

Why You Might Want to Consider ROP Life Insurance

The coverage your client needs with a money back guarantee! Jody Horetski Life Insurance Consultant Looking for a product that can provide the essential funds to help your client with mortgage and loan protection, education expenses, or key-person protection? Look no...

Understanding Types of Life Insurance

Which is Best for Your Client? Life insurance is one of the most important pieces of your family’s long-term financial plan. Jody Horetski Life Insurance Consultant One of its primary purposes is to replace income for your family if you pass away.  With so many...

Pre-Planning for RMD’s

Jack Nachtrab Life Insurance Consultant Many clients save for retirement in qualified plans that defer taxation until the funds are withdrawn.  These qualified plans require distributions (RMD’s) to be taken starting at age 72, whether the client wants them or...

The Gift of Life Insurance this Mother’s Day!

Show how much you care by making sure she’s protected. Jody Horetski – Life Insurance Consultant A recent study by LIMRA and Life Happens indicates that 32 percent of women feel they don’t have enough life insurance coverage.  That’s particularly alarming...