Episode 243 – 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.
Episode 240 – Life insurance is the ideal tool to optimize an estate plan. It provides the money at the right time to pay taxes, replace wealth and to enhance and perpetuate a family legacy. It also makes various estate planning strategies more efficient.
Episode 217 – You’re nearing or in retirement and the kids have graduated from college, out of the house, or are, at least, gainfully employed. You don’t need life insurance anymore, right? Think again!
Episode 216 – Most people don’t like thinking about life insurance but understand its importance to providing financial protection to their family or business. That conflict causes many to make mistakes with life insurance.
Episode 215 – Most people don’t like thinking about life insurance but understand its importance to providing financial protection to their family or business. That conflict causes many to make mistakes with life insurance.