Family Wealth Transfer Plan

What is a family wealth transfer plan? The wealth transfer strategy is a tax-savings and wealth preservation approach that uses insurance to move wealth to subsequent generations while reducing overall…

Disability Insurance Overview

What is disability insurance? Disability insurance is coverage that provides payments, usually on a monthly basis, to replace a portion of your employment income (generally between 60% and 85%, subject…

How to Buy the Right Life Insurance

Very often people hear they need life insurance, but they just don’t know why. Clients often shy away from buying life insurance to protect their assets and their loved ones…

Legacy Bond: Is it For Me?

Article written by Jennifer Black and Dedicated Financial Solutions. Legacy Bond First thing to note is that a legacy bond is only one of many different and similar options involving…