Articles

Term Life Insurance

Term life insurance provides protection for a specific period of time. It pays a benefit only if you die during the term. Level term products are the most popular plans purchased today. The level term can be from 5 years to 30 years.

Annuity Basics

When you think about your retirement, what goals do you have? For most people, it’s making sure the money lasts through out their retirement by balancing our financial life between reward and risk, savings preservation, and asset growth. In our personal lives having a balance between, stability, experiencing new adventures and enjoying favorite past-times are the goals.

Charitable Remainder Trusts

Charitable Remainder Trusts

(CRT)

In 1969 Congress created a new type of trust that helped charities and not-for-profit organizations generate more revenue for their causes. In addition to being an excellent vehicle to make a charitable gift or bequest, a charitable remainder trust is an effective estate planning and income tax reduction tool. This vehicle allows taxpayers to reduce estate taxes, eliminate capital gains, claim an income tax deduction, and benefit charities instead of the IRS.


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