Our Blog

The more information, the better.

August 6, 2019

Estate Planning Palm Beach | What You Shouldn’t Forget to Include in Your Estate Planning

A well planned out estate plan can help lessen your estate taxes, control who and how your assets are to be administered even when you’re gone, and help your loved ones continue to live life comfortably as if you’re with them. That’s why preparing an estate plan as early as now is so important...

Read More

August 6, 2019

Income Replacement Palm Beach County | Why You Might Need to Replace Your Income

Just because you have a business or stable job now doesn’t mean you’re set in life forever. Life’s uncertainties can strike anytime, and the possibility of losing your income in just a single unfortunate event is probable. In difficult times, income replacement...

Read More

August 14, 2019

Insurance Policy Review Palm Beach | Why You Need a Life Insurance Policy

Life insurance may be the best investment you can make. Regardless of how much you earn at present, there’s no sure way of telling what the future may hold. In a way, buying insurance is like buying a promise – one that will take care of your family financially in case something happens to you. It’s also...

Read More

August 14, 2019

Sell Your Life Insurance Policy Palm Beach County | Why You Should Sell your Life Insurance Policy

Sometimes, in life, you may encounter unanticipated changes that can alter your priorities regarding life insurance.The policy that once made so much sense to you at the time of acquisition now no longer serves its purpose under new circumstances. So, instead of letting...

Read More

June 5, 2019

Reason 5 - A.I.D.

The coming tax season is a perfect time to help your high-income clients assess the options available for their additional savings. There are 5 key reasons why cash value life insurance can be a powerful savings vehicle when compared to other retirement income sources, especially a non-deductible IRA:

Read More