Our Company News
10 Common Mistakes Made with Life Insurance Beneficiary Designations, Part 2
Episode 127 – Mistakes are commonly made on life insurance policy beneficiary designations. Life events also necessitate changes, which is why regular reviews are important. Here are 5 more of the most common mistakes. Continue Reading 10 Common Mistakes Made with Life Insurance Beneficiary Designations, Part 2
10 Common Mistakes Made with Life Insurance Beneficiary Designations, Part 1
Episode 126 – Mistakes are commonly made on life insurance policy beneficiary designations. Life events also necessitate changes, which is why regular reviews are important. Here are 5 of the 10 most common mistakes. Continue Reading 10 Common Mistakes Made with Life Insurance Beneficiary Designations, Part 1
Holographic Wills and the Case of Larry King
Episode 125 – Do you know what a Holographic Will is? Here’s a hint: Larry King used one. But that doesn’t mean you should. Continue Reading Holographic Wills and the Case of Larry King
Don’t Forget About State Estate Taxes (Particularly in New York)
Episode 124 – You may not be wealthy enough to be subject to federal estate taxes upon your death, but your state may have other ideas. Continue Reading Don’t Forget About State Estate Taxes (Particularly in New York)
Estate Tax Liquidity, Wealth Replacement and ILITs
Episode 123 – Business owners and high-net-worth individuals subject to federal or state estate and inheritance taxes should look into life insurance in an irrevocable life insurance trust for estate tax liquidity and to replace wealth lost to taxes. Continue Reading Estate Tax Liquidity, Wealth Replacement and ILITs
Michelle L. Wisner Joins Security Mutual as Second Vice President, Reinsurance
Michelle L. Wisner, ACS®, ARA™, FLMI®, has joined Security Mutual Life as Second Vice President, Reinsurance Continue Reading Michelle L. Wisner Joins Security Mutual as Second Vice President, Reinsurance
Medicare Changes in 2021
Episode 122 – The Biden administration is just getting warmed up when it comes to Medicare. What are they planning? Continue Reading Medicare Changes in 2021
Don’t Be Like These Famous People—Get Your Will Done
Episode 121 – Estate planning is the process of protecting your wealth and transferring a legacy to your heirs in the manner you wish. Even the rich and famous fail to plan, resulting in disaster. Everyone needs a will and estate plan. Continue Reading Don’t Be Like These Famous People—Get Your Will Done