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Posts Tagged ‘Life Insurance’

New Life, New Responsibility: Why a February Arrival Means Updating Your Policy

Welcoming a new family member this February? It’s time to move life insurance to the top of your to-do list to ensure your child’s future is secure.

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A Presidential Legacy: Using Life Insurance to Fund Your Charitable Vision

What will your legacy be? Learn how to use life insurance to make a significant charitable impact this Presidents’ Day without depleting your current savings.

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A Gift Beyond Roses: Why Life Insurance is the Ultimate Expression of Valentine’s Day Love

Roses fade, but financial security lasts. Discover why life insurance is the most selfless Valentine’s Day gift you can give your family this year.

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T-Minus 30 Days: The Late January Review of Beneficiaries and Tax Implications

Tax forms are here. Review your life insurance beneficiaries one last time, and understand the tax status of policy payouts vs. accrued interest.

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The Mid-January Check-Up: Why Scheduling Your Life Insurance Exam Now Locks in the Best Rate

Don’t delay the exam! Schedule your Life Insurance paramedical exam in mid-January to lock in your best rate and complete your application process quickly.

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Tax Season Lifeline: Why January is the Time to Secure Estate Liquidity with Life Insurance

Tax season is here. Use Life Insurance to create tax-free liquidity for your estate and protect your family business from forced asset sales.

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The Healthy Policy: Leveraging Your January Wellness Resolutions for Life Insurance Savings

Did you resolve to get healthier? Your improved fitness can translate into lower life insurance premiums in the new year.

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The Family Legacy: Why December is the Time to Name a Trust as Your Life Insurance Beneficiary

Protect your payout. Discover the benefits of naming a Trust as the beneficiary of your life insurance to control distributions and minimize probate delays.

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The Most Sustainable Gift: Life Insurance and the Value of Income Continuation Planning

Life insurance ensures the Christmas cheer continues. Practical tips on using income continuation math to calculate the right term policy size for your family.

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The Ultimate December Gift: Why Life Insurance is the Most Important Present You’ll Ever Give

Forget the gadgets; life insurance is the real gift of security. A timely look at protecting your family’s future during the season of giving.

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