Like me, you probably love the ups and hate the downs… We have your solution - whole Life Insurance policies that can grow with the market and have zero floors.
Open Enrollment is such a commonly used term now, but it has different meanings to my various type of clients….
Prescription drug costs have risen so much! Some plans have high copays for generic drugs. Really?
Often clients ask me about their billing and copays, etc., with providers (i.e. doctors, labs and hospitals). If issues arise regarding anything from a copay at your doctor’s office to a bill for imaging or labs, here are some tips.
This week, we are you going to touch on dental plans. If you can get dental plans from your employer, we have a lot of great dental plans to offer that have great networks and benefits. However, if you are like me, self-employed, dental plans in San Diego tend to be underwhelming.
Did you know that your beneficiaries will receive your death benefit tax-free (as long as properly structured)? We have been highlighting the benefits for new Life Insurance policies with Living Benefits that will pay you tax-free in the event of critical, chronic/LTC or terminal illness. Cash! Tax- free when you need it!