Covering Life’s Unexpected with Insurance
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Covering Life’s Unexpected with Insurance

4/2/2017

Guest(s): Brianne King, Amy Stover and William Taylor

Covering Life’s Unexpected with Insurance

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Insurance can be a confusing and complex topic but it is a crucial part of one’s financial plan.  People are motivated to acquire life insurance for different reasons, and not all insurance contracts are the same.  Life insurance can be used to fund death taxes, charitable interests, family protection or even a business buyout.

Amy has over fifteen years of experience working in the insurance industry.  She shares with us some advice on what she typically looks for when analyzing contracts for our clients.  We’ll also touch on some other common questions like the cost of insurance policies and the importance of keeping your beneficiaries up-to-date.

Continue to listen to this episode as it concludes with a discussion on charitable remainder trusts and when someone might consider this option.

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Preparing for Emergencies

Many believe that they only need life insurance protection while they are raising a family. While it is prudent to have life insurance in place when you have dependents, it is also imperative to utilize life insurance planning for other circumstances throughout your life. This whitepaper outlines other considerations on why life insurance can better prepare you and your loved ones for financial emergencies.

and more!

Investing in mutual funds involves risk, including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Investing in mutual funds involves risk, including possible loss of principal. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. No strategy assures success or protects against loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not protect against market risk. Stock investing involves risk including loss of principal. You cannot invest directly into an index. Stock investing involves risk, including loss of principal.

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