Monthly Archives: June 2014

Risk/Reward Trade-offs With Life Insurance

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By Bob Hemmick, Sales Vice President Understanding how the different kinds of permanent insurance plans perform can be a challenge to explain to clients. Plans being considered: W’L’ – Fixed UL – Variable UL & Index UL.

The Use of Life Insurance in Charitable Giving

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By Thomas Hall, Agency Principal / Advanced Planning Specialist Life Insurance has Unique Attributes — Gift Amplification
 Life insurance has unique attributes that other asset classes do not possess and therefore has the potential to significantly enhance an individual’s charitable giving plan. In addition to the death benefit being tax free, life insurance also offers… Read more »