Tag Archives: annuities

Financial Planning vs. Life Insurance

Financial Planning vs. Life Insurance I am a life insurance agent in the State of California with a Bachelor’s degree in Financial Planning. According to my studies, financial planners typically review seven broad areas related to their clients. Current financial … Continue reading

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7 Things You May Not Know About Life Insurance and Annuities

7 Things You May Not Know About Life Insurance & Annuities 1. The death benefit in a life insurance policy pays out free of income taxes in most cases. (consult your tax advisor to make sure this is true for … Continue reading

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Why Retirees Still NEED Life Insurance

Why Most Retirees Still NEED Life Insurance It seems like a million years, but it was only about 40 years ago that most workers could still look forward to a pension when they retired. The income came from money contributed … Continue reading

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Annuities Guide from Money and CNN

Review of “Ultimate Guide to Retirement: Annuities” on Money.CNN.com I was reading through this guide and thought there was a lot of good, simple information in it. But I also found some gigantic misstatements and exaggerations.  I’ve compiled a list … Continue reading

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