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The Federal Estate Tax
Explore the intricacies of the Federal Estate Tax and potential financial challenges. Learn about its implications and strategic solutions.
Tim Owens
Sep 3, 20232 min read
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The Four Main Kinds of Life Insurance
This blog post will briefly summarize the four main kinds of life insurance, the pros and cons of each, in order to better help you get a...
Tim Owens
Sep 3, 20234 min read
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Annuities 101
This White Paper goes over the basics of annuities and explain the main difference of the different types of annuities.
Tim Owens
Jul 6, 20233 min read
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Asset Liquidation Throughout Retirement: Does the Order Matter?
This blog analyzes the importance of knowing what assets to liquidate, and in what order, during retirement.
Tim Owens
Mar 23, 20233 min read
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Traditional 401(k) versus Roth 401(k)
Traditional 401(k) or Roth 401(k). Which of the two is actually better? This White Paper clarifies the two to help you make better decisions
Tim Owens
Mar 23, 20234 min read
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A new Long-Term Care State Tax has been added in Washington. Is California next?
The government is tired of having to pay for Long-Term Care expenses. They are now looking to implement payroll taxes to raise capital for..
Tim Owens
Mar 23, 20232 min read
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20 Pay Whole Life vs Paid Up at Age 100 Whole Life Comparison
This article compares a 20 Pay to a Paid Up at Age 100 Whole Life policy.
Tim Owens
Mar 22, 20232 min read
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Example of a Fixed Long-Term Care Annuity
By bundling Long-Term Care insurance with an annuity, you can achieve significant asset growth while keeping yourself protected.
Tim Owens
Mar 22, 20232 min read
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Reimbursement vs Indemnity: Choosing the Right Long-Term Care Plan for your Needs
This blog goes into detail of the two different ways you can receive Long-Term Care benefits.
Tim Owens
Mar 22, 20233 min read
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Tax Deductions for Long-Term Care Premiums
If you’re thinking about Long-Term Care insurance, then make sure you know about the possible tax deductions available to you.
Tim Owens
Mar 22, 20232 min read
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The Cost of Waiting
Discover the true cost of waiting when it comes to getting a life insurance policy.
Tim Owens
Mar 22, 20233 min read
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Triple Your Long-Term Care Pool Overnight
Discover how you can triple your long-term care coverage through the use of "modern" Long-Term Care insurance products.
Tim Owens
Mar 22, 20232 min read
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The Magic of Indexed Universal Life
Discover how some of our clients achieved 61% growth year over year in their Indexed Universal Life policies,
Tim Owens
Mar 22, 20232 min read
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