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life insurance - family at dinner table

Understanding Different Types of Life Insurance

September 8, 2023

September marks Life Insurance Awareness Month, a pivotal time to explore the world of life insurance. This article covers the basics of life insurance and

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ERISA Plans require written documents - stack of paperwork with glasses and a pen

ERISA Plans Require Written Documents

February 27, 2023

The Employee Retirement Income Security Act of 1974, also know as ERISA, was enacted by Congress to protect the welfare and retirement benefits of employees. 

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life insurance in qualified plan

Is Life Insurance a Good Fit in Qualified Plans?

November 14, 2022

As the stock market continues to slide, so does the average 401(k) account.  Some 401(k) accounts have lost as much as 25% in value since

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will and life insurance

More Than 40% of Adults in the U.S. Don’t Have a Will

April 14, 2022

More than 40% of adults in the U.S. don’t have a will. And if you are one of the 40%, that’s ok.  Keep reading to

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planning for retirement with retirement benefits

Does your Retirement Plan Offer Retirement Benefits?

February 15, 2022

When you think of retirement plans, you are most likely thinking about asset collection: stocks, bonds, mutual funds, EFTs, REITs, and/or derivatives. And while those

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buy sell agreement

Life Insurance and Buy-Sell Agreements

October 11, 2021

A common use of life insurance is to fund buy-sell agreements.  A case recently decided by the United States District Court for the Eastern District

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NY Court overturns rule

New York Court Overturns “Best Interest” Rule

May 10, 2021

On April 29, 2021, the New York Supreme Court, Appellate Division, in the case, In the Matter of Independent Insurance Agents and Brokers of New

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term life insurance

Understanding Term Life Insurance

June 29, 2020

Term life insurance can help you ensure the financial security of your loved ones after your death.  It carries an expiration date, but there are

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whole life insurance

Whole Life Insurance: Security and Flexibility

June 22, 2020

Life insurance can be more than the money you leave behind after you die.  With whole life insurance, you can secure financial protection for you

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indexed universal life

The Basics of Indexed Universal Life Insurance

June 15, 2020

Indexed universal life insurance gives you flexibility in your financial planning, and the ability to accumulate additional cash through your life insurance policy. What Is

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