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Category: Tips

What Your Adult Child Needs to Know About Insurance

Millennials, Tips, Women

Read Erin Ardleigh’s suggestions on what types of insurance you need as a young professional and her tips for buying insurance in the October issue of Women & Wealth.  

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Most advisors can’t name ALL of the types of life insurance…can you?

Life Insurance, Tips

When it comes to life insurance, most people know that there are two basic types – term insurance, which lasts for a specific number of years, and permanent insurance, which (when structured properly) lasts a lifetime. However, one of my favorite questions to ask advisors, as well as clients, is “How many types of permanent insurance […]

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Are you (and your clients) overpaying for life insurance?

Life Insurance, Tips

In a time where the Internet allows us to compare prices on almost anything we buy, I am surprised by the number of smart people that I see overpaying for their life insurance. (Advisors are guilty of this, too!)   Usually, the main reason a person is overpaying is that they didn’t know how to properly research and […]

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