Insurance
Creating Intergenerational Wealth Using Life Insurance
Intergenerational wealth, what’s their secret sauce? Surprisingly, there are numerous strategies available when managing your life insurance.
August 29, 2023
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Insurance
What You Need to Know About Purchasing Life Insurance
Life insurance is a great addition to your portfolio that help can protect your loved ones and beneficiaries if you unexpectedly pass away. While no amount of money can ease the grief of losing someone, life insurance may help reduce the financial burden they may face. It’s important to know how life insurance works and what to consider when purchasing life insurance, so you can make an informed decision before you buy.
June 1, 2023
Insurance
Why You Should Consider Disability Insurance
The thought of becoming disabled and unable to work may not be top of mind, but would you be financially prepared if it happened to you? According to the Centers
September 29, 2022
Insurance
Insurance: Are You Adequately Covered?
Right now is a great time to examine your insurance coverage to assess if you are adequately covered and evaluate your risk. Without adequate coverage, your assets may face premature
April 27, 2022
Insurance
Medicare Open Enrollment: What You Need to Know
Medicare Open Enrollment beings on October 15th, 2021. There are new changes to Medicare for 2022 that may impact your coverage and services in addition to regular Medicare coverage for
October 1, 2021
Insurance
What You Need to Know About Medicare
Since July is Medicare’s birthday month, there’s no better time to discuss what Medicare is and how it may benefit you. At its core, Medicare is a federal health insurance
July 1, 2021
Insurance
Why is Life Insurance Important?
Investing in life insurance now is one of the best things you can do for your loved ones in the future. Not only is it an integral part of any
May 12, 2021
Insurance
What is Overfunded Life Insurance?
When it comes to overfunded life insurance, there are a lot of questions people have. A few that come to mind may include: Can you overfund life insurance? Is it
January 30, 2021
General
Assessing risk shouldn’t be scary
Risk comes in many shapes and sizes. It is important to understand each of them as well as possible so that you can avoid negative results and feelings. For example,
October 12, 2017