We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

The Benefits of Life Insurance – Tax Planning – Legacy – Long Term Care

Radon and Murs discuss how modern life insurance can be more than a death benefit—it can be an all-in-one tool for retirement planning strategies, tax advantages of life insurance, and long-term care insurance. With guest expert Jim Bowman, they explain how well-structured cash value policies…

The Benefits of Life Insurance – Tax Planning – Legacy – Long Term Care

When most people hear “life insurance,” they picture a term policy that covers the mortgage years and then expires. That’s useful, especially early in life, but it’s only one tool. Permanent, cash value life insurance (e.g., whole life, indexed universal life, or variable universal life) adds living benefits you can leverage while you’re alive…