Thanks to Allie Johnson at InsuranceQuotes.com for the interview for her summary article on the Survey: Many U.S. adults in the dark about mother’s life insurance. This important survey and article highlights the issue of communicating your plans to your heirs. If you take out a life insurance policy, it’s important to make sure that…
This a guest post from Susan Wells in which she lends a different and useful perspective on insurance literacy and thanks Susan for the great information: Steps in Financial Literacy: 3 Tips for First Time Life Insurance Buyers April is recognized in the United States as National Financial Literacy Month. In an effort to illuminate…
Very excited to announce that the Questions and Answers on Life Insurance Workbook has received an Excellence in Financial Literacy Education Award (EIFLE) from the Institute on Financial Literacy. Last year, Questions and Answers on Life Insurance: The Life Insurance Toolbook also received an EIFLE award. Both Awards were for Adult Book of The Year:…
April is Financial Literacy Month. In multiple studies, it’s been shown that most American’s have minimal knowledge regarding financial matters. In my own personal experience this extends to Insurance Literacy and the ability to understand life insurance and disability insurance products which is what’s led to the free tools and resources (more to come over…
Thanks to the Financial Finesse blog at www.financialfinesse.com/blog for the following guest blog post: “Insurance Literacy and Group Insurance Planning” – click here to view the original post. Here’s the full Post: Once a year, this strange phenomenon occurs called “open enrollment.” For most people, “open enrollment” is time for the fine art of pretending…
The National Financial Educators council has appointed me to their Financial Literacy Curriculum Advisory Board. I’m looking forward to working with the NFEC in furthering the cause of financial literacy and insurance literacy in particular. The following is the NFEC press release (click here for the original). The NFEC Announces Additional 2012 Financial Literacy Curriculum…
Thanks to Aaron Crowe at Insurance.com for the interview for his article on the impact of build and losing weight on applying for life insurance. Every insurance company uses different criteria in setting parameters on height and weight for their top tier (and all) rate classifications. It’s important to look at different companies to determine…
Lately there have been multiple articles stemming from a press release posted by the National Association of Insurance Commissioners “Life Insurance Untapped Resource in Tough Times” click here to read original article – that it’s good to remember that there can be significant dangers to borrowing from a life insurance policy with the worst result…
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