Millennials and Gen Z Acknowledge the Need for Life Insurance
Episode 235 – Millennials and Gen Z recognize the need to purchase life insurance, but many don’t. It all comes down to education and advice.
Planning for Families Without Children
Episode 230 – A lot has been written about planning for families with children, but approximately 44 percent of non-parents under age 50 say they are unlikely to have kids. What about them? In this episode we suggest some ideas for an underserved group of people.
Charities Need Your Help and We Can Help You
Episode 229 – Individuals and charities have been adversely affected by post-pandemic circumstances. We can help charitably inclined individuals meet philanthropic goals without sacrificing personal financial security.
What Does Life Insurance Have to Do With Divorce?
Episode 166 – What does life insurance have to do with divorce? Life insurance and divorce intersect in several ways.
The Solution to Estate Tax Planning Fatigue
Episode 165 – Life insurance can be used to avoid estate tax planning fatigue caused by ever-changing tax laws and political environments.