Creating a strategy for success.
Run the numbers. There is a rule of thumb for retirees suggesting that retirement income has a target of 70-80% of the
Life Insurance with Long Term Care Riders
As conventional LTC policies grow costlier, alternatives have emerged.
Provided
Key Person Insurance
A way for businesses – especially niche businesses – to address a major risk.
Provided by Eric Siegeltuch, CASL
Why Life Insurance Matters
Besides the death benefit, it may also help you financially during your life.
Provided by Eric
Life Insurance … Is It Time?
Have you been putting it off?
Provided by Eric Siegeltuch, CASL, LUTCF
According to the insurance industry group LIMRA
THE NEED FOR POWER OF ATTORNEY
With more Americans living into fragility, POAs and
other advanced directives are becoming more important.
Presented by
Estate Planning After a Second Marriage
Special considerations for a complex situation.
Provided by Eric Siegeltuch, CASL, LUTCF
Marrying again
A Primer for Estate Planning
Things to check and double-check before you leave this world.
Provided by Eric Siegeltuch, CASL, LUTCF
Estate planning
An Estate Planning Checklist
What to check (and double-check) before you leave this world.
Presented by Eric Siegeltuch, CASL, LUTCF
Create a will if
While our extended longevity should be greeted with gratitude for the possibility of enjoying a longer life with our grandchildren, many retirees are
Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than
