Life Insurance

Two FAQs

Two Frequently Asked Questions

Two of the most frequently asked questions when considering life insurance: What financial benefits will be available to survivors after your death What will their needs be?  These are the most common types of benefits: Social security and other retirement-related survivor benefits; life insurance; and other assets and resources.  Having these funds isn’t enough though….

Shy away

Don’t Shy Away

A recent study found that “33 percent of people don’t think they would qualify for life insurance.” We hope you aren’t shying away from discussing the topic of life insurance because you think the same way! Purchasing this type of insurance is a big deal, but most likely necessary to make sure your family has…

long term care

Independent Living

Sometimes when we think of our later years in retirement, we forget to reflect on what savings we will need beyond the monthly costs of healthcare, rent, food, etc. at an independent living facility. We need to remember to consider the larger sum of money needed to “buy in” to Long-Term care. This week’s article…

insurance for retired people

Insurance needs change when you retire

This week’s article reminds us that “Senior insurance needs are different. Time to drop the disability coverage and review your other plans.” The most obvious insurance retirees need to maintain is health insurance. While most seniors age 65 and older are eligible for Medicare, Medicare doesn’t cover 100% of medical costs.” Knowing this, it is…

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