Perfect Gift for Valentine’s Day
Valentine’s Day is right around the corner. Do you get your lovely wife a necklace, overpriced red roses, or fancy chocolates (which she will eat, but then wish she hadn’t—or is that just me?) How about the perfect “I Love You” gift? By the time Valentine’s Day comes around, we are over it. We’ve been […]
PREM FIN CASE: FOREIGN NATIONAL AGE 53
[two_columns_66_33] [column1] Help Your Global Clients Leave a Legacy with U.S. Life Insurance MEET RONALDO Age 53, Brazilian citizen, U.S. investor CEO of an international bank Annual salary of $5 million Net worth of $27 million $3.5 million property in Miami Beach and large U.S. brokerage accounts Ronaldo, like many […]
EVALUATING RISKS | ASSET & COST OF BORROWING
[two_columns_66_33] [column1] Take Comfort in Understanding Your Strategy When deciding whether a financed insurance solution is right for you, it is important to understand how the strategy performs in various market conditions. No one knows what will happen in the future but looking at the past uncovers some common patterns we can use to our benefit […]
AMERICANS’ GREATEST FINANCIAL FEARS
[two_columns_66_33] [column1] Americans’ Greatest Financial Fears Financial Emergency Most Americans save in order to have enough money in case something unexpected happens and they need a large sum of cash. Because of this, they prepare by avoiding investing too much at one time. Kai-Zen is designed to not only make the most of your money, but also […]
what if you outlive your retirement income?
There is a new product on the market – life insurance you don’t have to die to use, that can help protect your retirement assets and provide an income stream to you while you are LIVING. What I’m talking about isn’t the same life insurance your grandparents had. Life insurance with living benefits can radically […]
Maximize Your Pension with Life Insurance
Maximize Your Pension with Life Insurance How Death Benefit Protection Can Help You Get the Most Out of Your Pension Benefits How does it work? Here is how life insurance can be used to maximize pension benefits. 1. The participant in the defined benefit pension plan purchases a life insurance policy to replace lost income after the participant […]
Long Term Care
Long term care is a major concern of American senior citizens and their families. Studies have shown that Americans rank long term care second, behind saving for retirement, when rioritizing financial needs. Unfortunately, many Americans do not want to think about needing long term care and, therefore, fail to plan for it. Others wrongly assume […]
Are You Planning An Early Retirement?
Are You Planning An Early Retirement? Is your 62nd birthday approaches, the dream of early retirement may be a possibility. From that day on, you may qualify for Social Security retirement benefits. But as attractive as monthly checks may be, seriously consider your financial position to be sure you can afford to walk away from […]
