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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
Posted in Life Insurance
Tagged annuities, california, life insurance, life insurance agent, michael goodman, northridge
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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
Posted in Life Insurance
Tagged buy sell agreement, life insurance, third party financing
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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.
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
Posted in Annuities, Life Insurance
Tagged annuities, indexed universal life, IUL, life insurance, lifetime income benefit rider, living benefits
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