Every year, millions of dollars of life insurance proceeds go unclaimed because beneficiaries do not realize that a policy exists, or if they do, do not know how to find it. Lost policies are more common than you might think….
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Clients often ask us about how their life insurance policies fit into their estate planning, and vice-versa. In this post we answer frequently asked questions on this subject. We will also tell you about specific traps you should avoid. Note:…
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As couples retire and age, their thoughts often turn to giving up their life insurance. The premiums could cover other expenses. There are no longer little kids to consider. They are collecting Social Security, or soon will be. They are…
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