by Ron Boyer | Mar 18, 2015 | Blog
Here’s an interesting article by Tom Virkler: Credit Shelter Trusts – To “B” Or Not To “B” Let’s talk about federal estate taxes. Back in the old days the first spouse to die had to use the lifetime estate tax exemption at death or...
by Ron Boyer | Mar 12, 2015 | Blog
Here’s an informative article by a friend, Steven M. Greenwood, about common mistakes in estate planning and how to avoid them. There are a lot of mistakes your clients can make in estate planning. A lot. Bad planning can result in your client failing to protect...
by admin | Feb 12, 2015 | Blog
Some people are hellbent on voiding their life coverage. Click below to see just a few of those people. Meet the 10 Worst Life Insurance Clients in the World Yikes! Don’t try this at home.
by admin | Oct 28, 2014 | Blog
When was the last time you reviewed your life insurance policy? Rates and products are constantly changing, which is why we recommend that you meet with your insurance agent once a year to eliminate any gaps in coverage and be sure you are not overpaying for your...
by admin | Oct 6, 2014 | Blog
Dear Friends and Clients: As I’m sure you’re aware the Affordable Care Act (ACA) has caused tremendous upheaval in the health insurance industry. Recently implemented changes in rates and benefits, not to mention networks and regulations, have many...
by Ron Boyer | Sep 23, 2014 | Blog
The following article from CPS Insurance clarifies the reasons that Long Term Care Insurance can be an important part of planning for the future and protecting your family. Long Term Care Insurance – Why Wait? Most people envision themselves living a long life,...
