Category Archives: Insurance

A Primer on Life Insurance

A generation ago, from the 1940s to about 1970, people tended to purchase whole life insurance. Also referred to as “permanent insurance,” these policies secured the breadwinner’s income for their family in case of an untimely death. Business succession planning … Continue Reading

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Is Your Beneficiary Designation Up-to-Date?

If you have a life insurance policy, do you know who your beneficiary is? As is so often the case, the simple planning steps often get overlooked. Ironically, although folks tend to spend a lot of time evaluating life insurance … Continue Reading

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In the News — USA Today & WTOP

The USA Today did a series of articles on insurance on Friday, March 25th, and I was a contributer to the article as noted below.  And WTOP Radio also called me at 6:50 AM this morning and asked a few … Continue Reading

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