Posts tagged as:

Estate planning

Featured Article: Annuities – What’s in a name?

by TheProAdvisor on August 31, 2012

This article written by Ryan Pinney (TheProAdvisor) for Life Insurance Selling magazine.  To see the entire article click on the logo below: http://www.lifeinsuranceselling.com/Exclusives/2011/6/Pages/Annuities-Whats-in-a-name.aspx Article Summary: Unfortunately, on a daily basis, people in the financial services industry use terminology, descriptions and explanations that make their jobs harder.   With every word used to describe services, planning concepts […]

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Many hold the widespread misconception that estate planning is a subject of interest only to the wealthy.  The reality is that estate planning is a larger process consisting of the use of legal tools like wills, trusts, and directives to determine what happens to you, who gets your assets, and how they get them during […]

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