How the cash value of life insurance works
Your life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home. Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.
Should you get life insurance in your 20s? 5 reasons to consider it
Life insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier? Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️
Annuities explained: Basics, types & FAQs
Depending on the financial goals you want to reach in retirement, you may want to consider adding an income stream to supplement retirement savings. Perhaps you want to travel more, help fund your grandchild’s future college education or spend how you see fit. Learn more about annuities and how they may provide additional income for you in retirement. ⬇️
Taking Social Security early? Reasons to consider (with pros & cons)
Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration. Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.
Investing in volatile markets: Smart strategies for confident investing
Market volatility can be hard to predict and difficult to navigate. During these times, having the guidance of a qualified professional can make a difference. Let’s connect and make sure you have back-up plans for periods of economic growth and strain.
