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Blog

If I’m Single, Do I Still Need Life Insurance?

Think life insurance is only for families? Discover why singles may still benefit—from covering estate taxes to supporting loved ones or leaving a legacy.
Adria Meehan Siewert CFP®, ChFC®, AIF ®
5/11/2021
Blog

5 Things to Look for in a Disability Insurance Policy

Disability insurance is often overlooked—but it could be more critical than life insurance. Learn how to evaluate your coverage, understand key policy features, and protect your income.
Kimberly Jobson CFP®, CRPC®
4/11/2021
Blog

Using Life Insurance Riders to Pay for Long-Term Care

Explore long-term care riders on life insurance as a cost-effective alternative to standalone LTC policies with flexible benefit access.
Nick Kvamme CFP®
3/2/2021
Blog

Is a Hybrid Life Insurance Policy Right for Me?

Explore the pros and cons of hybrid life insurance policies that combine long-term care and life coverage. Learn how they work, who they benefit, and what to consider before buying.
Jennie Boland CFP®
8/23/2020
Blog

Potential Pitfalls of a Pension Maximization Strategy

Considering pension maximization? Learn how this strategy works, when it makes sense, and why it may not be the best fit for everyone. Explore key factors like life insurance costs, survivor benefits, and long-term retirement planning.
Bruce Helmer
10/20/2019
Blog

Should Life Insurance Be Used to Supplement a Single-Life Pension?

Choosing between single-life pension benefits and joint-and-survivor options? Learn why life insurance may not be the best substitute for spousal protection and how to make informed retirement decisions.
Peg Webb
11/4/2015
Blog

Avoiding Estate Taxes on a Life Insurance Policy

Learn how life insurance tax benefits work, when estate taxes may apply, and how an irrevocable life insurance trust (ILIT) can help protect your legacy.
5/17/2014

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