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Investments

How to Decide on Insurance Investments

Yes, insurance can be a good investment, if you choose well.  Buying insurance is buying peace of mind.  Buying the right insurance is also an investment that can add to your quality of life when you are not in position to work as hard as you can today.  Need some insights? Finding the right insurance…

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How Much to Retire?

Before you can know how to save for retirement, before you know how to line up investments to allow you to retire early, you really need to know what it will cost to live where you want to live. ThinkAdvisor.com offers a list of the 12 most affordable states for a comfortable retirement as of…

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Life Happens; Insurance Can Make it Better

Ready for retirement? You say you’re working on it, so, check.  Got Life Insurance?  You’re still young enough not to worry about it, right?  Wrong.  The thing is, you can’t control when your family will need life insurance.  Events happen; life happens; and most of it cannot be planned for.  What you can do, is…

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Investing Internationally

As the Global economy becomes more accessible, and amidst a global shift toward mindful investing,  it makes more sense than ever to consider an investment strategy that involves selecting global investment instruments as part of your investment portfolio.  Often the decision to invest internationally is done to broaden diversification, spreading your risk over foreign markets…

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Insurance To Protect Your Retirement and Your Family

Insurance Investing is as much about protecting families as it is about creating retirement income.  With the dual purpose and stability of Whole Term Life Insurance investing makes sense.  Even with that said, insurance is not an easy product to figure out on your own.  There are terms, coverage, exclusions and so many potential riders…

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Retirement Comfort from Insurance Investments

At InsuranceInvestmentPro.com, Advisors believe Whole Life Insurance can be a good income stream for your retirement.  The key is to know how to invest and when.  Contributor Steve Parrish, in a recent Forbes.com article spells out how whole life insurance can be used to make your retirement more comfortable.  Need to talk to a professional…

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Investing in Best Interests

On June 5, 2019, the SEC implemented Reg BI under the Securities Exchange Act of 1934 establishing a Best interests standard of conduct for broker dealers and staff when recommending any securities transaction or investment strategy involving securities. A relationship summary, or Form CRS, must now be shared with customers so you can make an…

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