Archive for the ‘Risk Management’ Category


It’s Time to Review Your Insurance

Icon Provided by Joseph Regenstein IV, CMFC on January 23, 2012

September is National Life Insurance Awareness Month When was the last time you looked at your life insurance coverage? Why not do it now? September is as good a time as any – in fact, this is National Life Insurance Awareness Month. The non-profit Life and Health Insurance Foundation for Education (LIFE) wants to awaken [...]

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The Cross Purchase Buy-Sell Agreement

Icon Provided by Joseph Regenstein IV, CMFC on January 23, 2012

Taking Care of Your Business After You’re Gone Business owners are builders. They spend their lives building a business that provides goods and services to their clients and provides themselves a living. But nothing can tear down that lifetime work faster than their own death, or the death of a business partner. Often, much of [...]

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How Long Term Care Insurance (LTCi) Can Help Protect Your Assets

Icon Provided by Joseph Regenstein IV, CMFC on January 16, 2012

Create a pool of healthcare dollars that will grow in any market. How will you pay for long term care? The sad fact is that most people don’t know the answer to that question. But a solution is available. As baby boomers leave their careers behind, long term care insurance will become very important in [...]

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The Importance of a Life Insurance Audit

Icon Provided by Joseph Regenstein IV, CMFC on December 9, 2011

At some point – when the nest is empty or other life changes occur – there may come a time where you don’t need life insurance at all or you may desperately need it to protect your estate. Reviewing your life insurance policies is one way to make sure you have the coverage that is right for you and your family now, today – not when you bought it.

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Life Insurance Check-Up Time

Icon Provided by Joseph Regenstein IV, CMFC on December 9, 2011

September is National Life Insurance Awareness Month. Is your Life Insurance up-to-date? Life insurance is like the Swiss Army knife of estate planning: there are so many ways you can use it as you plan to pursue your goals. Whether you simply need to insure yourself or need to protect your estate through sophisticated planning, [...]

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