Insurance & Legacy Planning

In our previous blog post we discussed Insurance – The Basics and wrote about some of the more common types of insurance and reasons our clients add insurance to their financial plan. What’s less widely known is that you can purchase an insurance policy on...

Insurance – The Basics

Insurance can get complicated, so today let’s just look at the basics. There are two types of life insurance, ‘term’ and ‘permanent.’ Term insurance remains in place for a specified period and then can be renewed but with higher premiums....