Lessons Learned From Suing A Finanial Advisor
There are few winners in any lawsuit. But that doesn't mean the rest of us can't learn something from them.
There are few winners in any lawsuit. But that doesn't mean the rest of us can't learn something from them.
Receiving a life insurance death benefit in the event of your spouse's untimely death is a windfall, but it has some unique aspects worthy of a few minutes of your time.
R.J. Weiss discusses the five gaps he sees most often in property insurance for high income professionals. Maybe it is time for you to review your coverage if you haven't done so in a while.
Some high-income professionals hate personal finance and investing. If that is you, this post is for you. If that isn't you, send this post to someone you care about.
One doctor thought switching from standard health insurance available on the ACA exchange to a Christian Health Sharing Ministry plan would save him money. Then he ran the numbers, including the tax deductions.
If you're an insurance agent, stop committing these sins. If you're a client, stop associating with agents who do. Get the insurance you need and none of what you don't.
Almost every doctor has been approached by a whole life insurance salesmen. Many of us have mistaken them for an impartial financial advisor and bought what they were selling, only to realize what happened years later. Then what?
Most doctors have their malpractice insurance taken care of by their employer or group. But what if you have to shop it yourself? Here's a guide.
Term life insurance is really simple to buy. Or is it? Maybe we haven't been buying the product that we should be buying. Annually renewable term insurance may be the "pure insurance" you're looking for.
There are lots of smart ways to get rid of your whole life policy. Here's another one you might like, exchanging it for a MEC.
Variable universal life insurance policies (VUL) are complex financial instruments. The very wealthy may get substantial tax benefits from using one, but most doctors probably won't. Since it requires a life-long commitment, think very carefully before buying one.
The purpose of this article is to assist readers that currently hold, or are considering, a disability insurance policy to dig a little deeper when their policy has exclusions, limitations, or has been issued without the option of certain riders.
Doctors hate to pay taxes. Insurance agents love to sell insurance. Combine the two with a tax deduction the IRS offers to encourage employers to offer some life insurance to their employees and you e...
An insurance agent who is a "believer" in the value of index universal life insurance sent me an illustration for what he considered to be the best Index Universal Life Insurance (IUL) policy out ther...
Indexed Universal Life Insurance sounds awesome. Market Returns, no downside risk, plus a death benefit? What's not to like? Unfortunately, it's too good to be true. Find out why!