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Speak with an experienced advisor! 914-633-1717Written on November 29, 2016 by Bill
Estate tax planning is no place to be a daredevil, but some people are often reckless when it comes to making sure their heirs get the family fortune. Consider the rock star Prince for instance. His sudden death sent shock waves through the music industry that sometimes, famous people die too young. His family is.. More
Written on November 17, 2016 by Bill
Many agency quoting sites claim they will provide you with instant survivorship life insurance quotes but after you fill out their form, you only find out there are no quotes and an agent will call you. Should you trust a website that offers instant survivorship life insurance quotes? Probably not. This is a specialized type.. More
Written on November 16, 2016 by Bill
Don’t wait until it’s too late to plan your estate. A second to die life insurance policy on your parents can help avoid the The Death Tax Penalty and pass more of their wealth down to you. Second to die life insurance also known as Joint Life Insurance or Survivorship Life, insures 2 lives and.. More
Written on November 11, 2016 by Bill
A second to die life insurance policy, also known as survivorship life, is a joint life policy that covers two lives. Normally it covers a husband and wife or two business owners with common financial interests in a business. This type of policy is primarily used in estate planning situations – where an affluent couple.. More
Written on November 4, 2016 by Bill
Should you buy life insurance for your wife? The answer to this question is absolutely yes but here’s how many men think about the subject: Not too long ago, I was speaking on the phone to a guy who told me he wanted to buy life insurance and protect his family in case he died… More
Written on November 2, 2016 by Bill
Life insurance for you husband is not only extremely important but also essential in any married couple’s financial plan. For parents with children, they have the greatest need for life insurance coverage. But what if your husband is too macho to think anything will ever happen to him? Can you buy a life insurance policy.. More
Written on October 26, 2016 by Bill
Just a few years ago, domestic partners and unmarried couples faced many hurdles when trying to obtain life insurance coverage. But thanks to a ruling by the Supreme Court in 2013, it gave same sex marriages and domestic partnerships easier access to insurance coverage – both health and life insurance. For couples who are in.. More
Written on October 19, 2016 by Bill
As with many programs offered by the U.S. Government, life insurance for military spouses tends to be a bit confusing. There are basically 3 programs that are offered: coverage for active military personnel, retired personnel and supplemental coverage for spouses and children of active members. What’s probably most troubling about life insurance coverage for military.. More
Written on October 13, 2016 by Bill
It’s been said that divorce can be one of the most traumatic experiences in a person’s life next to losing a loved one. An emotional and financial split can be a painful process for the couple but usually more devastating for the children. Just because your marriage is over, it doesn’t mean the end of.. More
Written on October 7, 2016 by Bill
Nobody expects their spouse to die suddenly. I didn’t either. This is why life insurance for your spouse is so important – even if he or she is not working. Don’t make the same mistake that we made about life insurance. A few years ago my wife passed away suddenly from a brain aneurysm. She.. More