Who's Your Beneficiary?
Beneficiaries are the people who will inherit your assets –savings and investment accounts, life insurance policies, homes, cars, and other possessions. In general, there are two ways to name beneficiaries.
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Beneficiaries are the people who will inherit your assets –savings and investment accounts, life insurance policies, homes, cars, and other possessions. In general, there are two ways to name beneficiaries.
A SECURE 2.0 change allows annuitized IRA annuities to be aggregated with non-annuity IRA funds for RMD purposes could reduce them. Without a proper valuation of the annuity from the insurance company, it will be difficult to take advantage of it.
Should you consider adding identity theft insurance to your current homeowners policy?
There's no shortage of life insurance policies to consider. If you and your spouse are considering survivorship insurance, first learn who exactly this joint policy is most suited for.
The average annual healthcare expense per insured individual ranges from $3,800 for 19- to 34-year-olds to $13,000 for retirees. Should you consider utilizing a HSA or HRA to help offset these costs?
Shopping for life insurance can be confusing. Choose a plan that is the best for you and your family with these five top considerations.
Have your clients insured their business? Use this article to connect with them and ensure that all their hard work is protected.
It's never too early to start thinking about life insurance. Waiting until your older or in poor health is never a good idea.
Marriage, kids, divorce, mortgage protection and running a business — 5 life stages to consider reevaluating your life insurance needs.
Knowing how to navigate getting life insurance when you have a pre-existing medical condition can be complicated and confusing. Check out the facts before automatically assuming you'll only receive low-quality or expensive coverage.
If your clients are confused about how auto insurance works, this article helps explain the ins and outs while keeping them safe and insured.
If your clients need extra liability coverage, this article will advise them of how to make sure they’re properly covered.
If your clients rent, this article will help them explain the basics and importance of having a renters insurance policy.
Use this article to help your clients think about and review their homeowner's insurance policies as part of a solid financial plan.
Different people have unique life insurance needs, so it's important to know the details before buying. Learn more about whole-life versus term life insurance in order to make the right decision for you and your loved ones.
Knowing how to handle details like timing and amount can be confusing when purchasing family life insurance. Make sure your family understands these life insurance mistakes and how to avoid them.
Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage.
This article will use Life Insurance Awareness Month as an opportunity to talk about the importance of life insurance.
Choosing an insurance policy that works best for you and your family is so important. When you shop around and find the correct one, it can not only benefit your health but save you money.
FDIC insurance is insurance offered by the government to help protect your deposits at an insured bank. Learn more about FDIC insurance, including what it covers.
Help your clients better understand life insurance and its place in their financial strategy.
Is travel insurance worth it? Make sure you’re not overpaying for protection that may not be 100% necessary. Read tips from a financial advisor.
This article details the different types of insurance that are a necessary part of a healthy financial plan.
Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage in the meantime.