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Category Archives: Life Insurance
Small Business Savings Plans
Small business savings plans are important for both business owners and their employee’s. I came across an article in my weekend Houston Chronicle newspaper on this topic. We work on this in our office and talk and plan about this for our clients. So I found it of interest and I think this is something […]
Saving and Planning for Retirement
If you are interested in planning and saving for your retirement, you will find the following resourses exteremely helpful: An excellent “personal-finance-reference-guide” from Marketplace Radio “A guide to US retirement accounts.” Retirement Guides from the DOL.gov (US Department of Labor) Two types of Cash balance pension plans Understanding fees and expenses (because they do add up) What […]
Life Insurance Awareness Month Sept 2013
September is LIAM or Life Insurance Awareness Month. Every year the Insurance organization LIFEhappens.org helps put out the word on Life Insurance in September. They do this with some direct media ads and by helping Agents (like us) with materials to help us inform and educate people on this important topic. If […]
Life Insurance Planning for 2013
This article is about planning that no one wants to dwell on, but everyone should. In other words, “just do it,” so that if something unexpected happens. you won’t be leaving a mess for your loved ones. What I am saying is take some time and make sure you have a Last Will & Testament […]
Low Yields On Savings Here for the Long Term
“The end of the yield famine is far away” is the title in Scott Burns column in the 11/07/2012 Houston Chronicle. He gets into a topic that should be on all peoples mind. The fact that there is too much debt. This fact will have some long term consequences for all savers. It is good […]
Life Insurance Awareness Month (LIAM) Sept. 2012
Every September, the LIFE foundation and the life insurance industry in the USA put a big push in educational information for the public on the importance of life insurance. If you know, or work with a life insurance professional, takes some time and talk with them about your situation. That is, speak with them if […]
Having a Last Will & Testament
When talking to people about Life Insurance, a topic I bring to prospects and clients is dealing with our own mortality (Life Insurance) and end of life planning. I am not an attorney and do not help in the writing of wills. I do, however, recommend that everyone should have one. A will is not just about […]
Life Insurance in Texas As A Savings Plan
When talking about life insurance to Texans, I like to touch on the person’s big financial picture and how they would like to see it given a real persons life and circumstance. Saving money is the first lesson most people started out learning as a child and it continues on through a person’s entire life. […]
September is Life Insurance Awareness Month (LIAM)
September is Life Insurance Awareness Month. This is a promotion “tool” but one that everyone should at least consider. That is, ask the questions, do you need life insurance, or if you have it, are the people you want to protect adequately covered? Think about other family members and inquire if they have life insurance […]
Life Insurance Reality Check
Insurance Fundamentals 101 September was life insurance awareness month, so if you haven’t already, you should do a check up on your life and disability/long term care insurance. Just think of it like doing standard maintains on your car. See the worksheet on page 5 of this 8 page pdf, “What You Need to Know About […]
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