Behavioral Finance and Long-Term Care Planning
What You Need to Know Limit choices. Tell stories. Offer mental shortchuts. As a long-term care planning specialist, I’m always...
life insurance
A Complete Guide to the Types of Permanent Life Insurance
5 Types of Permanent Life Insurance Explained The various types of permanent life insurance have different features and costs. Some...
A Guide to Understanding Life Insurance Underwriting
The Underwriting Process While the underwriting process can vary somewhat between carriers, these are the main checkpoints. Step 1: MIB...
What Happens to Student Loans After Death?
In 2018, the Economic Growth, Regulatory Relief, and Consumer Protection Act was put into law. Before that, cosigners on private...
The Difference Between a Will and a Trust
Will or Trust: Which Is Better for Me? Wills and trusts are both beneficial, and neither is better than the...
A Guide to Life Insurance for Small Business Owners
Key Person Life Insurance Key person insurance is insurance a company buys on an employee. The company is both the...
The Perfect Pilot Life Insurance?
Wouldn’t that be nice? Kind of like the Progressive commercials where every kind of insurance is in a separate box....
Life can take my leg away, but it can’t break my spirit. How one Amputee’s financial struggles hasn’t stopped her from helping others
“Come in, Alan.” I didn’t know quite what to expect. It was a warm Friday afternoon, and I had...
AOPA Private Pilot Life Insurance: Worth it or Rip Off?
I was working on quotes for pilot life insurance for a client of mine a few days ago when he...
Wall Street's ChatGPT Nightmare Is Over Before It Starts as Banks Crack Down
“Technology continues to improve, and one of these days we will be at a point where the machines will out-think...
