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5 Retirement Mistakes to Avoid

  Retirement requires a lot of careful preparation, but no one is perfect — we sometimes make both financial and planning mistakes along the way. Dodge these five common pitfalls and you can be confident you’ll have what you need to live the lifestyle you want.   1. Mistiming a spouse’s Social Security claim Sure, Read More

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Life Insurance Can Play an Important Role In Your Retirement Plan

  Most people understand the importance of purchasing life insurance to protect their loved ones. With term life insurance, they can purchase this protection for a specific period of time, and money is paid to the beneficiaries if the insured person dies during that period. In contrast, permanent life insurance lasts as long as the policy owner continues Read More

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Build, Preserve, and Maximize Your Estate

  Estate planning can be a real challenge—even with a will in place. Life insurance death benefit proceeds can provide the liquidity needed to pay off debt, replace income, supplement retirement income, create an equitable inheritance between heirs, and even provide protection for businesses.   Who Can Benefit? Your beneficiaries, including surviving spouses, children, other Read More

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