Posts tagged as:

Insurance

Radio interview with Chicago’s Money Smart Radio program and host Matthew Sapaula – Interview starts at 9:59 and runs about 10 minutes. To hear the entire interview click on the logo below:

(Note the interview date is 6.11.2009 – make sure you click the right date.)

Interview Summary –

Not sure how to salvage what you have left in your retirement accounts? Find out how you can keep more of what you have and position yourself NEVER to lose another penny in the future ahead. Ryan Pinney (TheProAdvisor) articulates specific financial strategies that keep you ahead of the economy AND Uncle Sam’s income taxes!

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This article featuring Ryan Pinney (TheProAdvisor) was originally written by Michelle Matlock (Life Quotes, Inc.) for GOArticles.com.  To see the entire article click on the logo below:

Article Summary:

Although there have been medical advancements that have helped to prolong the lives of HIV patients, finding life insurance coverage for HIV infected individuals continues to be elusive.  Even so, there are options for those infected by HIV.

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Your Most Important Asset – It’s Not What You Think.

May 10, 2010

Recently, I was half watching the NFL draft when my son asked me “how much money” an NFL player makes.  If you know anything about football, you know that this is a very tricky question.  Position played, number drafted and team that made the draft, among many other factors make the “price” of the newly [...]

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Sharing Important Financial Information with Loved Ones.

April 19, 2010

I recently had an interesting conversation with my wife.  It centered on the need to have a predetermined and reliable way to communicate important financial information with each other.  As you may remember from my earlier post, Filing a Tax Extension – Making It Work & Avoiding Penalties – I had concluded that my wife [...]

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Life Insurance

September 25, 2009

Life Insurance – Insurance to be paid to a beneficiary when the insured dies.

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Insurance

September 24, 2009

Insurance – A risk transfer mechanism designed to protect against a real or tangible financial loss.  It ensures that full or partial financial compensation is received for the loss or damage caused by specific or named event(s) beyond the control of the insured, assuming a fee called premium has been received.

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Insured

September 24, 2009

Insured – The individual or entity covered (protected) by an insurance policy.

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Premium

September 24, 2009

Premium – The fee or cost associated with an insurance policy.

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Qualified, Non-qualified, and ROTH – What’s the Difference?

August 26, 2009

When it comes to investments, there are generally two types – Qualified and Non-qualified.  So what exactly do these two terms mean?  They specifically relate to the tax treatment of the investment, or in simpler language, how the investment is taxed. A Qualified investment is one where the taxes on the invested dollars and interest [...]

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Fixed, Variable, or Indexed – Which Is Right For You?

August 4, 2009

In today’s complex world of insurance, annuity, and investment products – three terms are thrown about without much explanation: Fixed, Variable and Indexed.  These terms define how interest is credited or earned on the investment. Unfortunately, many advisors routinely fail to present all three as valid investment choices for their clients because they are unable [...]

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