Social Security can address a significant fear for most everyone — outliving your income. And, unlike many retirement plans that pay out a fixed, level benefit, Social Security adjusts as the cost of living goes up.
Permanent life insurance may be able to help provide a sense of financial stability for your family, protection for your business, and even a lasting legacy for the people and organizations that are meaningful to you.
When you first purchased your life insurance policy or other retirement accounts, you likely designated beneficiaries. When was the last time you reviewed the beneficiary designations for your accounts?
People leave money to charities for many different reasons: generosity; religious beliefs; gratitude; hope for a better future. Whether you're wealthy or of more modest means, charitable giving may be a significant element in your estate plan.
No matter where your business is located or your business's size, chances are you occasionally worry about whether the success you're enjoying from your business today will continue once you're no longer involved.