Category: Insurance

Make It Last – Ep 160 – Insurance 101

Listen Here! Most Americans are getting a failing grade in financial literacy especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand! Then, they will go on to discuss the insurance world, and how it can benefit retirees. Finally, they'll talk about why it's important to[...]

Make It Last – Ep 154 – The Insurance World

Listen Here! This week on Make It Last, Victor breaks down the process he uses with clients to ease their worries about their income in retirement. Then, he and Mark go on to discuss the insurance world, and how it can benefit retirees. Finally, they'll wrap things up with a game of "Inflation Trivia!" Click[...]

Successful Estate Planning Must Include Comprehensive Risk Management

It is hard for anyone to save money after taxes. This is because after the government takes their portion of the pie, a person who had a large asset now faces the task of deploying effectively what is left without worrying about unnecessary risks of market loss. Many people assume that if they have insurance,[...]

What Is an Irrevocable Life Insurance Trust? Do I Really Need One?

Plenty of estate planning guidance relies on avoiding taxes, and while this is a worthwhile goal, life insurance can be an important part of your estate planning options. One of the most popular tools to handle this is known as an irrevocable life insurance trust. When you select a trust to hold the title to[...]

What Role Does Insurance Play in My Estate Planning?

In a story recently covered by a New Jersey 101.5, many couples are thinking about the benefits of having a life insurance plan in place. It makes a great of sense to have a life insurance plan and goal in order to protect your family's financial future. If you have a life insurance policy that will help[...]