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Insurance

Why your Insurance Policies Need Regular Check-Ups By Scott Montgomery

Posted October 21, 2021

Just as annual medical check-ups help you maintain proper health, regular insurance plan reviews can provide invaluable benefits. Evaluating current insurance policies once a year or every two years can help to ensure your policies are keeping up with your changing circumstances and may even result in re-rated and reduced premiums. Too often, individuals purchase […]

Things You Should Consider When Buying Life Insurance By Jamel Gordon, CFP®

Posted March 17, 2021

Life insurance is a vital estate planning tool intended to help you protect your surviving family members from significant financial burden and other economic risks that can occur when you pass away. In the simplest terms, a life insurance policy provides passes outside of probate to your beneficiaries, providing them with immediate funds to pay […]

What is Private Placement Life Insurance, and How Can it Help High-Net-Worth Investors Maximize Tax Efficiency? By Eric P. Zeitlin

Posted February 18, 2021

The more wealth a family acquires, the more tools they need to preserve those assets for future generations and protect them from the long arms of tax agencies in the U.S. and abroad. One such tool earning the attention of family offices and ultra-high-net-worth individuals across the world is private placement life insurance (PPLI). In […]

Woman Need to Plan for their Long-Term Care By Olga Ismail

Posted February 3, 2021

No one wants to think about spending their golden years in a nursing home or with round-the-clock nursing assistance for basic self-care tasks, such as eating, dressing, bathing and using the bathroom. Yet, according to AARP, approximately 52 percent of Americans turning 65 this year will require some sort of long-term care services and support […]

Is Now the Time to Consider Insurance Products to Generate Guaranteed Income in Retirement? by Scott Montgomery, CLU, ChFC

Posted September 9, 2020

The recent market gyrations and prospects of a longer-term recession in the wake of the COVID-19 health crisis has raised red flags for many investors, especially those nearing or entering retirement. With such an uncertain future, soon-to-be retirees are increasingly turning to annuities to help diversify and protect their retirement savings while creating a steady […]

Assessing Long Term Care Insurance Options by Scott Montgomery

Posted February 5, 2020

When most people think of retirement, they imagine spending their time traveling and pursuing the hobbies and activities that bring them the greatest joy. Few consider that as life expectancies increase, so too do the risks that individuals will eventually require costly long-term care for assistance with daily living activities. By failing to prepare in advance […]

The Importance of Selecting and Updating Beneficiaries by Scott Montgomery

Posted January 8, 2020

Naming beneficiaries to receive proceeds from a life insurance policy or retirement account is a difficult decision that requires consideration of a range of factors. Because these selections supersede designations contained in your will, they are an important step in the estate-planning process that must be addressed with particular care and attention to details. Selecting […]

You Are Not Too Young To Think About Life Insurance by Scott Montgomery

Posted December 5, 2019

Death is often the furthest thing on the minds of twenty-somethings who are just beginning their careers and enjoying the freedom and opportunities that come with their post-college life. However, introductions into adulthood also come with a long list of responsibilities, liabilities and risks that require carefully consideration and planning. In the unfortunate and tragic […]

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