Recent News

As we continue to navigate the digital era, the technological advancements of Artificial Intelligence (AI) have impacted many industries, most notably finance and banking.

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For people that have been diagnosed with a terminal illness or are in poor health, the idea of not having life insurance when needing it can be unsettling. For others who have a chemical dependency or have had one in the past, guaranteed issue life insurance (GI life) ignores the health risk of the dependence and provides the death benefit to their beneficiaries after the two-year waiting period. With other types of life insurance, the health risks the individuals face would be an automatic decline for coverage. Guaranteed issue life insurance may be the only life insurance available to these individuals. What is a guaranteed issue life insurance?

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Since 1971, the United States has celebrated Women’s Equality Day on August 26. Although the occasion originally commemorated the passage of the 19^th amendment, which gave women the right to vote, today it recognizes and encourages people and organizations to promote the full equality for women in society. We recognize equality spreads the gamut, going beyond voting rights and equal representation in the workforce (although these things are just as important); it also represents the right a woman has to take charge of her own financial future. Tremendous progress has been made in this area, but we still have a way to go.

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If you are expecting a child and are considering life insurance, the first thing I have to say is—smart move! But if this is your first time looking for coverage, you may have questions. Here are some typical ones I’ve heard over the years:

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In a recent study conducted by the ‘National Retail Federation and Prosper Insights and Analytics’, it was found that the average American family will spend just south of $700 for back-to-school costs in 2019. Is your child soon to be a college student? The same survey reported you should be ready to spend a little less than $1,000 alone for start-up school supplies. While this cost seems large, it’s just a part of your financial portfolio. Back-to-school time is not only a great time to plan a scholastic budget, but also reviewing and reassessing your financial plan. Below is your Official 2019 Back-To-School Financial Guide to make sure your student, and your financial goals, stay on track:

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August is an exciting time of year. As the start of a new semester approaches, families across the country begin to pull themselves out of vacation mode and think more critically about the future. A spirit of learning is in the air, which makes things just a little brighter in anticipation.

Of course, if your household doesn’t include school-age children, you can still take August as a time to reevaluate your personal development and consider areas for growth in the future. For instance, a financial health checkup is a good way to discover ways to improve your financial education.

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Financial stress is the number one source of stress for employees, according to a Price Waterhouse Coopers 2019 survey. Financial matters outrank any other source of stress combined, including health and relationships. Retirement can be a key driver in that stress with nine out of 10 people reporting they don’t feel very confident in their overall retirement savings situation. That’s according to our 2017 survey, which found Americans are incredibly savings-insecure.

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America is a charitable nation. More than two-thirds of Americans (69%) give to charity each year. That means you probably do too. But did you know that there are other ways to give to charities besides just writing a check or supporting a Go Fund Me campaign?

A gift of life insurance can represent a substantial future gift to a charity or charities of your choice at relatively little cost to you. There are several ways you can accomplish this:

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What does Summer remind you of? Maybe it’s the feeling of jumping into a cool pool after a day in the summer heat; or maybe it’s the sound of the ice cream truck as you are bolting out the door with whatever change you could get your hands on. From lazy days in air conditioning to random road trips and more; summer is full of memories, and more importantly, choices.

In Part 3 and the final installation of ‘SIZZLIN SUMMER SERIES’, we will go into the top 3 financial choices you should research before making a decision:

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The official start of Summer – June 21^st – is right around the corner. As we cruise into part two or our Sizzlin’ Summer Series, we will make a splash with the best cities to retire in 2019.

Get your Hawaiian shirts on, coolers filled, and beach towels ready, because here come the Top 4 Places To retire!

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