The first question I would ask Karen and Sam is, “Do you have a will?” With a will, they can name a guardian and structure their daughter’s income through a Henson Trust to protect her government benefits.
The year 2008 won’t be fondly remembered— it was a cruel year that hobbled the global economy and brought governments to their knees. And it gives me no great pleasure to inform you challenging times are here to stay. Our comfortable world crashed quickly and there’s no road map for getting back to the days […]
For the most part, people have a negative view of insurance and the insurance industry. Many consumers see insurance as a “grudge” purchase and feel that insurance salespeople just want to push a policy and move on. And while it’s true that some advisors disappear after selling a product, many work diligently to establish relationships […]