Tag Archives: life insurance

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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Let Somebody Else Fund Your Buy/Sell Agreement

For many professionals and small business owners, especially those involved in partnerships, a Buy/Sell agreement may be needed. These agreements are used when one of the partners, or a Key Man, dies and the remaining partners or owners do not … Continue reading

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The Alternative to a 401K

This video features reports from Frontline, 60 Minutes, MSNBC, and Time Magazine and discusses the life insurance alternative to a 401k.

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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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