Common Financial Challenges: Belief vs. Reality
Common Financial Challenge: Sandwich Generation Belief: My parents planned for their financial future. Reality: Many people end up supporting both...
life insurance
How to File a Life Insurance Claim With American Progressive Life & Health Insurance Company of New York
Life insurance provides financial protection for your loved ones in the event of your passing. However, navigating the claims process...
You Have a Friend as a Client! Now What?
Here is a scenario familiar to most drivers. You are on a highway, two lanes in each direction. You are...
How to File a Life Insurance Claim With American Family Life Assurance Company of New York
Life insurance provides financial protection for your loved ones in the event of your passing. However, navigating the process of...
Why Jamie Hopkins Left Carson Group, and What's Next
Now that Jamie Hopkins has started a new job, he needs to drive only a mile and a half to...
How to File a Life Insurance Claim With Ability Insurance Company
In times of loss, it’s essential to have a financial safety net to rely on. That’s where life insurance comes...
Clients Come First: In Support of a Fiduciary Standard
What You Need to Know The Investment Advisers Act of 1940 required investment advisers to be fiduciaries to their clients....
Cancelling Your Western Catholic Union Life Insurance Policy
If you find yourself considering cancelling your Western Catholic Union Life Insurance policy, it is important to understand the process...
Here's Some Good News About RMDs in 2023: Christine Benz
“The tax experts I’ve talked to differ a little bit on this point,” Benz said. “So, it had been this...
Cancelling Your Unum Life Insurance Company of America Life Insurance Policy
If you find yourself considering cancelling your Unum Life Insurance Company of America life insurance policy, there are a few...
