Posts Tagged ‘life insurance policy’


The Right Beneficiary

Icon Provided by Joseph Regenstein IV, CMFC on July 9, 2010

Who have you chosen to inherit your assets? It may be wise to review your choices. Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k), life insurance policy, or annuity? You may be able to answer such a question quickly and easily. Or you may be saying, “You [...]

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Tags: 401 k, beneficiaries, beneficiary designation, beneficiary designations, custodian, insurance policies, life insurance policy, living trust, probate, retirement plans


The Creative Way to "Maximize" Your Pension

Icon Provided by Joseph Regenstein IV, CMFC on November 16, 2009

Here’s a move that might prove useful for you and your spouse. Are you wondering how to make the most of your pension? If you’re thinking about which income option to take, maybe it’s time to think outside the box. Here’s why. When most retiring public service employees meet with a pension administrator and look [...]

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Tags: financial expert, insurance decision, life insurance policy, lifetime, Pension, pension fund, pension income, pension payout, pensions, Personal finance, retirement income, Retirement Planning, Risk Management, survivor


It’s Time to Review Your Insurance

Icon Provided by Joseph Regenstein IV, CMFC on November 4, 2009

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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Tags: beneficiaries, beneficiary, business owner, business owners, death benefit, financial strategy, key person insurance, life insurance coverage, life insurance policy, sretirement planning