Posts Tagged Life Insurance Policy

  • Social Security Tax - Unnecessary Social Security Tax – Unnecessary

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Following our "Discovery Alternatives" workshops, questions continue to arise on the strategies we recommend for our clients to minimize or reduce income taxes. Alternatives are available. Annuity strategies ma...

  • New Use for Life Insurance Policy

    By Kate Grask ViaSource Funding Group, L.L.C. ViaSource Funding Group, L.L.C. offers a new use for an old financial planning tool, your life insurance policy. Few people realize that under certain circumstances, their life insurance policy can be sold like other assets. Since 1999, ViaSource ha...

  • Avoid these Estate Planning Mistakes Avoid these Estate Planning Mistakes

    By Curt Ford Nash Nash Bean & Ford Making an estate plan is one of the most important things you can do, both for yourself and for your family. Because it’s such an important step, the estate planning process is full of essential decisions – and, there’s the potential for mistake...

  • Your Social Security Your Social Security

    By Christina Vital Manager Rock Island Social Security office THIS FATHER’S DAY, TEACH AN OLD DAD A NEW TWIST Who says you can’t teach an old dad new twists? All across the nation this Father’s Day weekend, people are telling their fathers, grandfathers, and other special men in t...

  • Your Social Security Your Social Security

    by Randoe Dice Social Security District Manager, Davenport Iowa A NEW “TWIST” IN THE LAW MAY HELP YOUR MOM Mom has always been there to nurture and take care of you. Mother’s Day is the perfect time to give back and look out for her. If she’s having a hard time paying for her prescri...