Posts tagged as:

life insurance

Interview with Heather Wagenhals of the Unlock Your Wealth Radio program – Interview starts at 74:oo and runs about 30 minutes. To hear the entire interview click on the logo below:

Interview Summary:

“Hope for the best, plan for the worst” with Heather and Ryan Pinney (TheProAdvisor) discusses the important roll insurance plays in financial freedom.  How to create a plan “B” to protect your income, your health, and your family.

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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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Feature Article – How to get life insurance when you’re HIV-positive

August 2, 2010

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 [...]

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The Complex Web of Estate Planning – Probate, Wills, Trusts, and Directives.

July 20, 2010

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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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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Death Benefit

September 25, 2009

Death Benefit – The amount of a protection, called coverage, provided by a life insurance policy or the amount of money received at the death of the insured by the beneficiary(s).

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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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Beneficiary

September 24, 2009

Beneficiary – The recipient(s) of the proceeds from an insurance or annuity 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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