Tag Archives: Estate Planning

Choosing the Right Life Insurance for Your Estate Planning Needs

By Richard A. McGrath, CIC, LIA Life insurance has long been recognized as an ideal funding tool for estate planning, but it’s also important to choose the right life insurance policy for your estate planning needs. One reason life insurance works so well is that the death benefit is paid out when the individual who […]

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Donating a Life Insurance Policy to Charity

Donating a Life Insurance Policy to Charity

We invest in life insurance because we love our family and want to protect them. The right policy can ensure that our loved ones have the financial stability they need at a time when they need it most. But, what if we no longer have a need for that policy or, if there are no […]

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Advice for Planning Your Estate

By Megan Cooney, Marketing Assistant “For tomorrow belongs to the people who prepare for it today,” goes an African Proverb. And in a world full of uncertainties, it is best to plan for the future of our loved ones today. Estate planning is the process by which an individual or family arranges the transfer of […]

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