Category Archives: Financial Literacy

Interview with Bankrate.com: Survivorship Life Insurance: Its Heir Care

Thanks to Jay MacDonald at Bankrate.com for the interview for his article on “Survivorship Life Insurance: Its Heir Care”. This article highlights some of the main reasons to consider obtaining Survivorship Life Insurance. While there are a few reasons, this article addresses the most common situations of using life insurance to pre-fund an estate tax…

Interview with Insurancequotes.com: 7 situations When You Should Consider Life Insurance

Thanks to Tamara Holmes at InsuranceQuotes.com for the interview for her article on “7 Situations When You Should Consider Life Insurance”. This article highlights some of the main reasons to consider obtaining life insurance. While there are many other reasons, this article addresses the most common situations. Life Insurance is a critical component to consider…

So You Think You Know Life Insurance?

Have you heard of the Life Insurance Movement – if not, today’s the day – Jeff Rose at www.goodfinancialcents.com is sponsoring this movement with over 100 bloggers participating find out more at http://www.goodfinancialcents.com/life-insurance-movement/ Sometimes a life insurance policy is just a life insurance policy. When looking at life insurance, it’s important to keep that analogy…

Fitch Ratings Releases Report on How Low Interest Rates Are Impacting U.S. Life Insurance Companies

Fitch ratings has released a report “Earnings Outlook Mixed for U.S. Life Insurers,” that details the impact of low interest rates on U.S. Life Insurance Companies and their negative impact. The report can be read by clicking here: – this is a very important issue as the long period of low interest rates will negatively…

Life insurance — poor cousin in the world of fraud? (Re-Posted from the Coalition Against Insurance Fraud)

Thanks to Dennis Jay who the is executive director for the Coalition Against Insurance Fraud for allowing me to re-post the following important information – visit the Coalition Against Insurance Fraud by clicking here: Life insurance scams don’t often command the attention that their bigger cousins — medical fraud and car scams — do. The…

Bringing Home The Gold In The Life Insurance Olympics

Thanks to SelectQuote for featuring me as a guest blogger – here’s my latest post on “Bringing Home the Gold In the Life Insurance Olympics” – click here to view on the Selectquote.com website: Olympic Athletes train for years to become the best at what they do. Olympic Athletes are at the top of the…

Interview with Insurancequotes.com: How life insurance helped one woman build a new life after her husband’s death

Thanks to Ben Gran at InsuranceQuotes.com for the interview for his article on “How life insurance helped one woman build a new life after her husband’s death”. This article highlights the issue of discussing plans with your family about your life insurance, the purpose of the life insurance and intent for proceeds. The other important…

Upcoming Webinar: Insurance Literacy: Income Protection 101 – Life & Disability Insurance Webinar by Tony Steuer

So You Think You Know Life & Disability Insurance? Join the Insurance Literacy: Income Protection 101 Webinar Find Out The Secrets of the Life and Disability Insurance Industries hosted by Insurance Literacy Advocate: Tony Steuer, CLU, LA, CPFFE. Includes FREE PDF Versions of The Questions and Answers on Life Insurance & Disability Insurance- workbooks. Consumers…

Are Your Beneficiary Designations Up To Date? (part 2) – Guest Blog Post on SelectQuote.com

Thanks to SelectQuote for featuring me as a guest blogger – here’s my latest post on www.selectquote.com: Are your beneficiary designations up to date? (part two) If you have multiple beneficiaries, you can explicitly define how you’d like the death benefit distributed in case he or she passes before you do. Select which of the…

Interview with U.S. News & World Report: When Should You Purchase Life Insurance?

Thanks to Daniel Bortz at U.S. News & World Report for the interview for his outstanding article on “When Should You Purchase Life Insurance”. This article highlights the issue of making sure that you obtain life insurance when you need it rather than when it’s presented to you. The full article titled: “When Should You…