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Will vs Trust & Protecting the Kids

Wills Trusts Life Insurance childern

Wills vs. Trusts & Life Insurance-Which is Better to Protect Your Kids in 2017? I was talking to a friend this week who is also an agent.  She wanted my advice on the best way for her client to properly insure that the life insurance policy proceeds would safely be transferred to the client’s young children if he were to pass away.  Since this is such a relevant and important topic to so many people I wanted to write an article on the subject to help folks understand their options and consequences of failing to establish a will or trust […]

2017 Top 20 Bucket List Ideas, life insurance

What’s on Your Bucket List in 2017? Today I wanted to share this survey I found.  It’s of seniors 55 years and over in the U.K. on the things they most want to do before they kick the “bucket.”  No matter what your age, this topic is gets you thinking.   Bucket List-Top 20   Conclusion Taking care of your family and making sure they are financially secure was number three on this list but it’s probably even a higher priority than that.   You can easily cross this one off of your bucket list by securing a high quality affordable […]