Discussing the need for life insurance is never a pleasant topic, and certainly combined with talk of mortgage payments, it can be downright distasteful. But it is your responsibility as the principle breadwinner in your home to consider what might happen if you or your…
Are You Planning An Early Retirement? Is your 62nd birthday approaches, the dream of early retirement may be a possibility. From that day on, you may qualify for Social Security retirement benefits. But as attractive as monthly checks may be, seriously consider your financial position…
Less than one-quarter of baby boomers say they are confident they are ready for retirement, and just over one-half report having any retirement savings at all, according to the results of a survey conducted by the Insured Retirement Institute (IRI). The survey of 800 Americans…
Tuition Rewards Fast Facts Simply purchase a qualified life insurance policy and start earning points immediately There is no cost for a family to enrol Grandparents, aunts, uncles or other family members can be account holders. Account holders can “sponsor” many students. Students can receive…
What are Tuition Reward Points? SAGE Tuition Rewards is a unique private college savings program. Tuition Reward Points are like frequent flyer miles – but for college tuition! Tuition Rewards are discounts off tuition at participating private colleges and universities. The Tuition Reward Points represent…
YOUR BUSINESS SUCESSION STRESS TEST The business succession decisions you make today will impact how your business, your co-owners and your families will move forward following an event such as death, disability, resignation or retirement. Structure of the Buy Sell Arrangement 1. Do you have…
