Latest Articles

  • Using Permanent Insurance to Complement Social Security Planning by Gretchen K. Smith, CLU, ChFC Less than 20% of retirees today have the traditional 3-legged stool, requiring some new strategies. Good retirement income planning looks at all the resources a person has available for retirement, intending to utilize the available income efficiently and provide for the retirement lifestyle desired. Traditionally, retirement planning revolved around the 3-legged stool ... Read more
  • Social Security Explorer & Social Security Pro Feature Comparison Easily compare the benefits and features of Social Security Explorer and Social Security Pro. Comparison Guide Read more
  • Ways to Fund a Buy-Sell The owner recognizes the need for a Buy-Sell or business continuation agreement. How can it be funded? There are only three ways to fund a Buy-Sell: Cash Borrow Save Cash is best, but the best way to have the cash needed at the precise time it is needed—the death of the owner—is life insurance. Let’s look at these options ... Read more

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