by Tom Neeser | Jan 26, 2021 | financial planning, Investing, Life Insurance, Personal Finance
Do you have access to cash on-demand, or are you locking up your assets? The answer may be influencing your prosperity more than you realize. Most investors focus on the Return on Investment. However, locking up money in investments where it is no longer liquid can...
by Tom Neeser | Nov 18, 2020 | Life Insurance, Whole Life Insurance
Of course, it must be a properly designed plan with the right company. Not only is it possible, but it is a brilliant strategy to add to your overall retirement planning. Let’s explore why you would want a Whole Life policy now for retirement later:...
by Tom Neeser | Oct 20, 2020 | financial planning, Investing, Life Insurance
If you are investing – you know there is an element of risk. Today, we are in unknown territory – a worldwide pandemic, one of the most contentious presidential elections in our lifetime, and market swings like we have never seen before. Just how much risk are you...
by Tom Neeser | Oct 1, 2020 | Life Insurance, Lifestyle planning
September was Life Insurance Awareness Month. There were many articles and campaigns to help families understand the importance of life insurance. We believe the need to increase awareness about life insurance should be a year-round campaign; the value of...
by Tom Neeser | Nov 7, 2019 | financial planning, Life Insurance, Personal Finance
If your Term Life Policy is nearing its “term,” you need to decide what to do. First, ask yourself a few questions – Why did I buy this coverage in the first place? Would my family suffer financially if I die without life insurance? Is there money to cover my final...
by Tom Neeser | Sep 24, 2019 | financial planning, Life Insurance, Whole Life Insurance
What are life insurance dividends and how do they work? What kinds of companies pay dividends? Are life insurance dividends taxable? What are your life insurance dividends options? What are life insurance dividends? Mutual Life Insurance companies share their profits...
