Posts Tagged ‘life insurance’


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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A Post-Divorce Action Plan

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

It’s All in Your Hands You have just gone through one of the most challenging and difficult periods that a woman can experience in her life – a divorce. While many things may still be in up in the air, one aspect of your life that you should make sure you’re in control is your [...]

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Getting a Mortgage Today

Icon Provided by Joseph Regenstein IV, CMFC on January 22, 2012

What can you do to help yourself get pre-approved? Remember when getting a mortgage was easy? Now, you need pre-approval. So how can you increase your chances of passing that all-important test? You want a lender in your corner. Sellers and agents don’t want to waste their time working with a buyer who isn’t pre-approved. [...]

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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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The Right Beneficiary

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

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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