Posts Tagged ‘life insurance’


The Importance of a Life Insurance Audit

Icon Provided by Joseph Regenstein IV, CMFC on April 17, 2012

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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It’s Time to Review Your Insurance

Icon Provided by Joseph Regenstein IV, CMFC on April 10, 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 March 7, 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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Which Financial Documents Should You Keep On File?

Icon Provided by Joseph Regenstein IV, CMFC on March 7, 2012

What should you store in one easily accessible place? You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial “filing system”, you may have a tough time keeping tabs on [...]

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The Shift Toward Life Insurance

Icon Provided by Joseph Regenstein IV, CMFC on March 7, 2012

Why might the wealthy be directing more money into life insurance, a middle-class bedrock? For generations, Americans have thought of life insurance as a midlife purchase of the middle class. Today, that perception is less accurate. Wealthier Americans seem to be buying more life insurance. Affluent individuals are recognizing what it may help to accomplish [...]

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