DISABILITY COVERAGE CAN PROTECT YOUR INCOME

As retirement looms, what is your most valuable asset? Is it your home? Your business? Your retirement nest egg? The answer, for most working Americans, is none of the above. Any home, business or investments you own are, of course, critical assets. But your most...

PREMIUM FINANCING FOR INSURANCE POLICIES

CAN ENHANCE INVESTORS’ CONTROL OF ASSETS When most people buy a home, they take out a mortgage. By borrowing 70%, 80% or more of the home’s value, buyers can get more house than they could with just their available assets. What if you could protect your assets and...

LUMP SUM OR ANNUITY IN RETIREMENT?

A growing number of employers are offering workers the option of annuitizing some or all of their workplace retirement savings, as opposed to taking it in one lump sum. While the lump sum option has its advantages, we believe many investors would be better served by...