Insurance Policy Review for Peace of Mind

Review for Peace of Mind

You have an insurance policy. That’s great! It gives you peace of mind of knowing that you have protected those you love. A great insurance policy isn’t a static thing. You don’t just set it and forget it. Life happens. Stuff happens. There are things that go on throughout your lifetime, and your insurance policy needs to keep up with those life changes.  …

Protecting Those You Love

Protecting Those You Love

Jim and Nancy were in their mid ‘60s and comfortably enjoying their retirement. They owned a beautiful home, were debt free, in good health, and Jim’s wife had a great pension. Jim had benefitted from hard work, smart planning, and an inheritance that while not large, he had leveraged into a comfortable situation.   Jim wanted an insurance policy on himself. …

Why a Life Insurance Policy is a No Brainer

A Life Insurance Policy is a No Brainer

Tragedy can strike anyone at anytime Here’s a little story about a friend of mine who had a rough go a few years back, and how she was extremely fortunate to have a life insurance policy in place when life took an unexpected detour. Di was a wife and mother in her early 20’s when tragedy struck. They were living in …

Do you feel lucky?

You’re probably thinking; ‘Do I feel lucky?’ Well, do you, punk? That is one of the most memorable quotes in movie history (Dirty Harry 1971). It’s also something we do every day: we make choices. Most choices we make involve benign things like what to wear, or what to have for lunch, you know, things that aren’t really life and …