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Insurance

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 […]

Why You Are Never Too Young To Think About Life Insurance by Scott Montgomery, CLU, ChFC

Posted January 15, 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 […]

Assessing Long-Term Care Insurance Options by Scott Montgomery, CLU, ChFC

Posted August 2, 2017

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 […]