Watch this short video to learn about all the options available should you have an old life insurance policy.
3 Options to Consider Before Cashing in Your Life Insurance
During a regular review meeting with one of our clients they were questioning whether they should keep their life insurance policies or take the cash value now. Here’s three other options we had them consider:
Do I Need Life Insurance?
Clients frequently ask whether they need life insurance since they’re retired. I wish I could give an easy “yes” or “no” response but the answer varies, depending on your personal financial situation. These are the key reasons you have or buy life insurance when you’re retired: To increase your pension income by 30% To provide a guaranteed inheritance To provide … Read More
A Retirement Story: The Value of Life Insurance
Life insurance, if used in the right way, can be worth the premiums in the long run. Take Don and Marilyn’s story, for example. For them, life insurance was a valuable choice as part of their incredible retirement. Don and Marilyn were in their seventies when they realized they had more than enough money to last for the rest of their lives even … Read More